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Step 2: Create a Login (Optional)
If you have the Wordbee client portal feature and want the client to be able to , you will be able to tick the box 'create a login for this company' to enable your client to access customized order forms and log into the system for revisions or other tasks. If you tick the box, then you will need to create a login for them. To do so, tick the checkbox next to 'Create a login for this company'. Then enter enter and create the following:
- First & Last Name
- User Email
- Login ID
- Password
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You will also need to configure a User Profile by selecting an option from the provided drop-down menu. The User Profile determines what the user is able to do when logged into the system.
Three options are provide: You will be able to choose between 3 different profiles:
- External Client - This profile allows the user to submit translations requests, communicate with team members, and download documents via the client portal 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 Worker - This profile allows the user External Worker is any user who will need to perform translations or any other job related work and communicate with the team.
- External Client & Worker - This profile is for users who will be completing work and also submitting translation requests, etc. in the system. 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.
Step 3: Save the Client
After all required information has been entered and a login has been configured (if needed), click on Save to finish adding the client to the system.
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A new screen will appear to show the client's details, as shown below:
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Once the login has been created, you should communicate it to your client. |
Step 4: Add Pricing Information (Optional)
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| Tip |
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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 Managing Clients 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:
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Note: Once the login has been created, you should communicate it to your client.
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