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Additionally, you can configure the type of client by using the Type drop-down menu. The client types is helpful in identifying the client in the system and can be configured as a corporation, translation agency, freelance translator, etc. Each is denoted in the client screen by a specific icon.
Separate Billing Address
Creating a Login
Save the Client
Address information may be entered as part of the contact information. If the billing address is different from what has been entered in the top portion of the entry form, you can tick the checkbox next to Enter separate billing address and enter an alternative billing name, address, email, etc.
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:
- 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.
To choose a user profile and define access rights, click on the drop-down menu and then click on the desired selection. 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.
When you create the first login, either External Client or External Client and Worker are the best options. Additional users may be given the External Worker profile.
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You can also create custom profiles with defined access rights. To learn more see the Access Rights section under Administration. |
Save the Client
Once all information has been entered, click on Save in the upper right corner to finish adding the client to the system.
The client will appear as shown below:
Additional Actions