Finding a TeamDynamix Knowledge Base Article

A TeamDynamix Knowledge Base article is a structured document containing information, instructions, or solutions related to College policies, procedures, and documentation.

A TeamDynamix Knowledge Base article is a structured document containing information, instructions, or solutions related to College policies, procedures, and documentation. The Knowledge Base can provide users with self-service troubleshooting.

Table of Contents

• Find an Article from the Audience Pages
• Find an Article from the Knowledge Base
• Find an Article by Searching the Client Portal

Find an Article from the Audience Pages

1. From the Client Portal Home page, select either:
   1. The Audience button that applies to you in the center of the page
   2. The Audience tab that applies to you in the header bar

2. From your appropriate page, select the Find an Answer button

3. This will take you to your specific Category within the Knowledge Base.
4. Here you will be able to select sub-Categories to find an Article relating to your need. 

Find an Article from the Knowledge Base

Instead of navigating through the Audience pages, you can opt to go directly to the Knowledge Base tab in the header bar.

1. From the Knowledge Base tab, select the appropriate Audience Category.

2. Then select a sub-Category to find a related Article. 

Find an Article by Searching the Client Portal

All items within the Client Portal are searchable by name, content keywords, or tags.

1. Enter your search criteria in the Search box in the upper right.
2. On the left of the bar, select whether you want to search by:
   1. All
   2. Knowledge Base
   3. Service Catalog

3. Click Search to populate results.

Or you can search specifically from the Knowledge Base tab, to only search Articles.

1. From the Knowledge Base tab, click on Search in the sub-header bar.
2. This will open to a Search page.
3. Enter your search keyword and/or Category selection.
   1. Tip: Use # before a keyword to only search by tags. Ex: #password.
4. Click the Search button to populate results below.