UDI's New Client Portal

Easier support access through web, mobile, and Microsoft Teams

Experience the New Client Portal with Mobile App, Microsoft Teams & Technician Verification

What’s New in the Client Portal

Three new ways to get support – easier access, more flexibility, and enhanced security. Coming soon: additional self-service options for quick IT tasks.

Mobile App — Support in Your Pocket

Access support from anywhere. Download from the App Store or Google Play to create tickets, chat with technicians, view ticket history, and verify techs – right from your phone.

Download the one-sheet to learn more about the mobile app.

Now with enhanced security and more ways to access support:

  • Create tickets from available templates or describe your own issue
  • Chat directly with technicians from your phone
  • View all your tickets — past and open — in one place
  • Verify technician identity before any remote session
  • Update your profile and preferences

Microsoft Teams Integration — Support Inside Teams

If your team already uses Microsoft Teams, you can now access our support directly through Teams — no separate login needed.

Download the one-sheet to learn more about the Microsoft Teams Client Portal.

Watch: Microsoft Teams Portal Demo Video

 

Technician Verification — Know Who You’re Talking To

A new 6-digit code system adds an extra layer of security. Before any remote session, a code appears on your screen that your technician should read out loud. If they can’t provide it, hang up and call us immediately at 504-934-7100.

This security feature is available in the Web Portal, Mobile App, and Microsoft Teams — and works both ways so your team can verify our techs, and our techs can verify your team.

Download the one-sheet to learn more about Technician Verification.

Watch: Technician Verification Demo Video

A Better Support Experience - From Start to Finish

The new client portal gives you control over your support experience.

Create Tickets
Select an issue from available templates, or choose “Other” to describe your own. Answer a few follow-up questions to help us assist you faster. You’ll receive your ticket number instantly.

Chat With Support
Click “Chat With Support” and choose from pre-written templates or type a custom message. An AI auto-attendant will gather details until a live technician joins — so you get help even outside business hours.

Track Ticket History
View all your tickets in one place. Filter by All, Open, or Closed to find what you need. Click “Resolved” when your issue is complete.

Enhanced Features

The new portal doesn’t just add new features. It enhances the tools you already use — making each one faster, smarter, and more convenient.

We’ve taken your existing tools — ticket creation, chat support, and ticket tracking — and upgraded every step of the journey. Each process is now more streamlined, more transparent, and more in your control. Whether you’re submitting your first ticket or tracking an ongoing issue, you’ll notice the difference in speed, clarity, and ease of use.

It’s the same functionality you know, reimagined to work better for you.

Enhanced Ticket Timeline

Every ticket now includes a Timeline that shows the full history of your request. See exactly when your ticket was created, when updates were made, and what actions have been taken — all in one place. You can also start a chat directly from the ticket timeline to communicate with your technician.

Enhanced Chat Support with AI Auto-Attendant

Our new AI auto-attendant chats with you immediately after you submit a request. It gathers the details your technician needs so they can help you faster. If it’s outside business hours, you still get instant responses — not a “we’ll get back to you tomorrow.”

Enhanced Security

The new technician verification system adds real protection against impersonation. Every remote session starts with a 6-digit code check — giving you confidence in who you’re working with.

Enhanced Ticket Filtering and Status

View all tickets in one place and quickly find what you need. Filter by All, Open, or Closed, see status updates at a glance, and mark issues as resolved when you’re satisfied.

Enhanced Ticket Creation

Create tickets faster with guided templates. Select your issue type, answer a few follow-up questions, and submit. You’ll receive instant confirmation with your ticket number — no back-and-forth needed.

  • Years in Business

  • Projects Delivered

  • End-Points Managed

  • Network Devices Managed

  • Customer Satisfaction Rating

  • Tickets Closed & Counting

  • Cybersecurity Services

    It's not a matter of if, but when your business will face a cyberattack. We can help manage your cybersecurity.

  • IT Strategy

    Our professional team is here to help remove complexity from your technology.

Need help with the client portal? Contact us. We're happy to help.

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