Client Portal Overview

We suggest watching the Technician Training videos in order.

Overview

In this video, you will learn about the Client Portal application, including its purpose, features, and navigation.

Learning Objectives

Test your knowledge by completing the following tasks in your own TeamDynamix environment.

  • Access your organization's Client Portal
  • Explore your Client Portal's home page
  • Explore the items on the Client Portal's navigation bar

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