To create an external supplier, follow these To create an internal supplier, perform the following steps:
Pass your mouse over the My company tab in the toolbar and then click on People & logins.
Click on Add new:
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A screen will appear for entering the user's details. This could be a login for a freelance translator or the primary contact for a translation agency, etc. Begin by entering the user's details in the top portion of the screen:
- First and Last Name (Required) - Enter the last and first name of the supplier or primary contact.
- Email Address (Required) - Enter the email address of the supplier or primary contact.
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Items with an asterisk are required entries and all others are optional. |
In order to the user to have access to the system via the client portal, you will need to tick the checkbox next to 'create a login for this person or contact'.
This allows the user to log into the system, view jobs, conduct work, and perform other actions based on their assigned user profile, which determines the individuals access rights (chosen in next step).
Configure Login Information
Next, you will nee to create a login and password for your supplier
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. As part of this step, you will also need to select a user profile. This profile determines what the user will be allowed to do when logged into Wordbee Translator.
You will be able to choose between 5 different profiles:
- Manager: The Manager can add, delete and edit all data without limitation. This includes projects, jobs, clients, suppliers, orders, invoices, logins and translation memories.
- Team leader: The Team Leader manages translation projects with inhouse or external teams. He/She has full access to all projects, jobs, orders and translation memories but cannot add/delete users or companies.
- Worker: The Worker's main role is to translate or revise. The Worker can further access jobs of all other workers and read related project and client information.
- Worker (limited): The Limited Worker has access to his/her own jobs only. No other information, such as project or client information, is accessible.
- Inhouse client: The Inhouse Client can submit translation requests, communicate with the team and ultimately download the finished translations. No other data is accessible.
Tick the box 'Specify languages' to enter the supplier's languages and tasks:
Once you have finished click on Save.
The supplier's page will be displayed with all the information you entered. If you want to add the price per word practiced by the supplier, simply click on the pen icon.
The following pop-up window appears:
Enter the supplier's price per word (or character, line, page, etc.) and click on Ok to finalize.