Page Comparison

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Creating a Login

If you have the client portal, then a login can also be created for the client when they are entered into the system. A login is not required and does not apply if you are not using the client portal. To create a login, tick the checkbox next to Create a login for this company and then fill in the required information. This includes: 

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After the client has been added, you will be able to view the client's information and make changes as needed. Four Six tabs reside at the top: 

• Client

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• - View basic client information, contact details, billing information, etc.;

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• Prices - View, add, or change pricing information

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• Domains - View, add or change domains of the client;
• Planning - View, add or change dates when the client does or does not work;
• People & Logins

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• - View current user information and add users, disable logins, remove users, etc.;
• Documents

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• - Manage reference documents that pertain to the client. 

In the upper right corner, you will see the following options:

• Calendar - Access the calendar for the client.
• Projects - View a list of the client's current projects.
  
• Calendar - Access the client's calendar.
• Delete - Remove the client from the system. 
• Edit - Make changes to the client.

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Underneath the client name, you can also view the login status or click on Manage Logins to view current users for the client portal: 

• A green circle with a checkmark shows the client has a login and a red circle with a dash shows they do not have a login. 

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• Contact Details - View contact information including the name, email, phone, address and language. Click on the email address to send the client a message. 
  
• Billing Details - View billing address and email information. Click on the email address to send a message to the current billing email.
  
• Invoicing & Accounting - View current invoice and accounting settings for the client. If nothing has been configured, then the Default settings will be used. It is recommended to enter pricing information before making changes to these settings. 
  
• Translation Memories - Displays any translation memories for the client. If a new client, then a default translation memory will be the only item shown here. 
• Supplier groups - See if supplier groups are linked to this specific client.
  
• Client Portal - Client specific Specific settings for the client portal. This includes options for configuring the classic order form (enable/disable), the instant translation form, and the new order form. .
  
• Global Search - See if the client has access to Global Search.
  

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