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To learn more about entering pricing information and perform other client related tasks in the system, please see the Client Management section of the documentation. |
Create clients
To create a client, follow these steps:
- Pass your mouse over the Clients tab of your platform and then click on New client:
You reach the client's page where you can enter his/her information. Only the fields with an asterisk are mandatory but you can add further information such as a contact name, a phone number, etc.
If you have the Wordbee client portal, you will be able to tick the box 'create a login for this company' to enable your client to access customized order forms.
If you tick the box, you will have to create a login and password for your client and select his profile. You will be able to choose between 3 different profiles:
- External client: The External Client is your typical client who submits translation requests, communicates with your team and downloads deliverables, all online via your workspace (the client portal).
- External manager: The External Client is your typical client who submits translation requests, communicates with your team and downloads deliverables, all online via your workspace (the client portal).
- External client & worker: The External Client & Worker can both submit translation requests and work on jobs at the same time. Jobs can be useful if you plan to collaboratively work with the client during revision or approval.
Note: Once the login has been created, you should communicate it to your client.
- Finally, click on the Save button to save your client.