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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.
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. To make a selection, click on the User Profile Menu and then click on the desired selection.
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 leaderLeader: 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 clientClient: The Inhouse Client can submit translation requests, communicate with the team and ultimately download the finished translations. No other data is accessible.
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Add Language Pair Tasks (Optional)
You may also enter the supplier's languages and tasks:
. Only three entries may be configured when adding a user; however, you may add as many as needed after adding the user.
To do so, tick the checkbox next to 'Specify languages' and then select a source, target, and task for each pair the supplier is able to perform.
Once you have finished configuring all information for the new user, click on Save in the upper right corner of the screen.
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:
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