Learn how to manage your data in the system
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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:
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EXTERNAL CLIENTSClient 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:
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INTERNAL USERSBy 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:
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HOW TO BACKUP / EXPORT
- Internal users.
- External vendors
- External clients
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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:
Selective export of client profiles
Use the print button and make the choice of your columns