Registering for the TeamDynamix Client Portal

Registering for the TeamDynamix Client Portal - Action Item  

You will need to create an account in our TDX Client Portal, which will be used to track your implementation project and give you access to helpful TDX resources. This account is separate from the credentials used to authenticate to your own instance of TeamDynamix. 

Please follow the steps in this knowledge base article to create your TDX account and get assigned to your organization’s TeamDynamix project: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=17169

After you’ve registered  please verify that you can sign-in successfully at https://solutions.teamdynamix.com  

Accessing TDX Community, Solutions Client Portal, and Implementation Projects

Step 1: Create TeamDynamix Community Account

The TeamDynamix Community is an area for all TeamDynamix clients to connect and share ideas. It contains many videos, articles, event information, API documentation, and release notes.

Registering will give you access to all of this information and provide access to the TeamDynamix Client Portal.

Use the following link to register for TeamDynamix Community: https://community.teamdynamix.com/RegisterAccount.aspx.

Following your registration, you’ll be sent a confirmation email. Follow the instructions in this email to activate your Community account.

Step 2: Request Access to your Project

You will use the TeamDynamix Client Portal to manage your implementation project. The implementation project is what Implementation Services uses to record the status of your TeamDynamix implementation, log issues/questions, interact with Briefcase files, and track tasks to completion.
It also contains our Knowledge Base, Questions system, and Service Catalog which you’ll use after you go live with TeamDynamix at your organization.

To request access to your TeamDynamix implementation project, please submit your request for access to your implementation project.

Following your request, your TeamDynamix consultants will add you to the implementation project.

Step 3: Access Your Project

Once you have been added to the implementation project, follow these steps to access your project:

  1. Navigate to solutions.teamdynamix.com
  2. In the top right corner, click Sign In.
  3. Sign in using the Community account you created in Step 1 above.
  4. In the bar across the top, click Projects.
  5. Click the Name of your implementation project to access it.
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