How to Update Content on the Client Portal Homepage

This article explains how to update or add HTML Module content on the Client Portal homepage in TeamDynamix.

To Update an Existing HTML Module (from TDAdmin)

1. Log in to TDAdmin <https://oituhcl.teamdynamix.com/>

2. Choose Administrators

   

3. Click Applications in the left menu.

   

4. Select Client Portal application.

   

5. Click Modules & Pages.

   

6. Go to the HTML Modules tab.

   

7. Select the HTML Module you would like to update.

   

8. In the HTML Content editor, add or modify the content.

9. Click Save.

   

 

Add an HTML Module to the Homepage (if needed)

1. Follow Steps 1 to 4 from the previous section

2. In Modules & Pages, open the Pages tab.

3. Select the Homepage.

   

4. Add a Module Section to the page layout.

5. Choose the HTML Module you created or updated and add it inside the Page content.

   

6. Save the page.