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Using the Client Portal
Overview
The Marist Client Portal is a service platform developed by TeamDynamix. The Client Portal includes all services provided by Marist Information Technology and the Physical Plant departments. It also contains a selection of Knowledge Base articles for getting started and how-tos and FAQs for many services.
The Client Portal is the platform where you can submit a service ticket, view the status of your ticket, and find additional information.
Finding a Service
Tickets are submitted through Services. You can view available Services in a number of ways.
- Use Search at the top of the page. In the drop down, select the Service Catalog and enter your search term in the box.
Search will return a list of services that match your search criteria. Click the service you are searching for to submit a ticket. Use the button on the right which may read 'Request Assistance' or 'Request Service' to fill out a form and then click Submit.
- Click Services -> Services A-Z. This page will provide you with a complete list of Services. Click the service you are searching for to submit a ticket.
- Click Services in the top Navigation and then click through the categories until you locate the service for which a ticket can be created.
Availability
The Client Portal is available publicly to anyone. To create a ticket, however, you must be a current Marist faculty, staff, or student. If you are not a current employee or student, please contact Help.Desk@Marist.edu for assistance.
Access
The Client Portal is available at teamdynamix.marist.edu
Support
Information Technology maintains the TeamDynamix environment for Marist. Please contact Help.Desk@marist.edu if you are having an issue using the Client Portal.
Submitting a Ticket
Tickets are submitted through Services. You can view available Services in a number of ways. First, you can click one of the service buttons on the portal landing page. Alternately, you can click Services in the top navigation.
Services are listed by category but you can also view a complete list by clicking Services -> Services A-Z.
Not all services have a request button. Some are informational only. Those that can be requested include a button on the right which may read Request Assistance or Request Service. When you click this button, you will need to login with your Marist account if you are not already logged in. You will be presented with a form which provides us with information to help us assist you. Please provide as much information as possible. When you have submitted your ticket, you will receive an email confirmation.
Ticket Status
You can locate your ticket status in the Client Portal. Navigate to Services -> Ticket Requests. Here you will see a list of your open tickets. Click a ticket to view its status. When opened the ticket status will be in the upper right corner. All updates on your ticket will be presented in the feed at the bottom of the screen.
On the ticket status page you can:
- withdraw your request
- add an attachment
- add a comment to the ticket. The comment appears at the bottom in the feed.
All changes you make to your ticket are communicated to the technician responsible for your ticket.
Ticket Notifications
The technician working on your ticket may also notify you of updates through email. You can reply to the email with your update. This update will be written to the ticket and appear in your feed for that ticket.
Knowledge Base Articles
The Knowledge Base is accessed by clicking Knowledge Base in the top navigation. You will be presented with a Category of articles. Navigate through the categories to locate an article. You can add an article to your favorites by clicking Add to Favorites. Favorites are available in the Knowledge base -> Favorites.
Search
Search is located at the top of the Client Portal. By default both the Service Catalog and Knowledge Base will be searched. You can focus your search by clicking the down arrow next to the World icon, and selecting Knowledge Base or Service Catalog.