Submit Request for Help in the Service Portal (Team Dynamix)

Overview

You can navigate the support portal to find and submit requests for help to resolve specific issues, or if you are not sure what you need, then you can search through the database for suggested topics.

How To

What do you want to learn?

How to Request Services by browsing a catalog.

How to Search for something specific you have in mind.

How to provide information to Submit a Request in a form.

 

Request Services

  • The Services menu opens the Service Catalog, which is a menu of services you can ask for or issues you can report to the departments who use TeamDynamix for support.
  • Each Department has categories of services, click a category to explore the options that most closely match what you are looking for.

 

Search

  • If you're not sure what you need, you can use the search, which is always at the top right of the page and is featured on the Home page. By default, it will return both services you can request and knowledge base articles with information.

The support portal search bar, showing the default globe icon on the left.

  • To narrow your search to just the knowledge base or just the service catalog, click the globe icon.

The support portal search bar, showing the options available after clicking on the globe.

 

Submit a Request

  • When you find the form you need, there will be a submission button on the right side.  The words may change to match the service, but you can expect something like Report an Issue or Request Service.

  • When you submit a request or report an issue you will receive an email from notify@teamdynamixapp.com confirming your ticket has been submitted. The department responsible for the request will then respond to resolve your request.

  • In the example below, you can see details about the service on the left, and the button to report an issue on the right:

A support portal page demonstrating the buttons available when viewing a request.

 

Note: when you are signed in, you will see options to share the Service via email and to Favorite a service. If you you use the service often, this can save a few clicks. Once you mark a service as a Favorite, you can find it by clicking on the Services menu, then clicking My Favorites in the gray bar across the top.