Page Comparison

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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: 

• Last/First Name - Should be the client's main contact or the freelancers name. 
  
  
• Email - The email of the entered user. For agencies or corporations, this will be the email of the primary contact for which the login is being created.
  
  
• Login - A User ID that will be used with the password for logging into the client portal. 
  
  
• Password - The password for logging in. You will need to retype the password and a visual indicator is provided to show strength. 
  
  
• User Profile - This define's the users access rights when logging into the system. 

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To choose a user profile and define access rights, click on the drop-down menu and then click on the desired selection. You  You have three options: 

• External Client - Any client who will be submitting requests for translation, communicating with the team, and downloading deliverables. 
  External Worker - Anyone who will be completing translations, revisions, proofreading, etc. These users are able to access documents and other items specifically for completing their work. 
  
• External Client and Worker - Able to submit translation requests and work on jobs, which is beneficial when the client will be working on the project as well. This could be making revisions or approving completed work. 

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• Suitable when you have the client portal and the client will need to place orders 
• External Worker - Suitable when you do not have the client portal but want to allow the client to perform revisions or proofreading jobs.
• External Client and Worker - Suitable when you want the client to be able to place orders and perform revision work, etc.

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