Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Learn how to manage your data in the system

...

Panel

EXTERNAL VENDORS (SUPPLIERS)

Let your collaborators know how they can access ammend and disclose their personal information in Wordbee Translator.

Depending on their user profile, users will be able to update some of their profile details or they will need to contact their managers to make the arrangements. This section will be useful for:

  • Freelancers *profile external worker
  • Translation Agencies *profile external manager, external worker and external worker limited.

Go to documentation

Panel

EXTERNAL CLIENTS

Client companies may have users from different departments submitting request via the Client Portal. Although there will always be a main contact person for the company, users will also have the possibility to update their personal records. This section will be usefulfor:

  • Client users submittign orders *profile external worker
  • Client users participating in the completion of their requests *profile external client and worker

Go to documentation

Panel

INTERNAL USERS

By default, the inhouse users of your platform have the possibility to manage their own profiles and the ones of their colleagues on the same range. This section will be useful for:

  • Inhouse translators *profiles internal worker and internal worker limited)
  • Inhouse managers *profiles manager and team lead
  • Inhouse clients *profile internal client

Go to documentation

...

HOW TO BACKUP / EXPORT

  • Internal users.
  • External vendors
  • External clients

...

.

Admin users can export the full list of clients and their details on variours formats.

Client Portfolio:

Full export of client profiles

Use the "Export" option in the Client Dashboard template:

Image Added


Selective export of client profiles

Use the print button and make the choice of your columns

Image Added