To create an internal supplier, perform the following steps:
Table of Contents
Step 1: Add an Internal User
Pass your mouse over the My company in the toolbar and then click on People & logins.
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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).
Step 2: Configure Login Information
Next, you will nee to create a login and password for your supplier.
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- 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.
Step 3: Add Language
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Information (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.
Step 4: Save the User
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 Account Details Tab will be displayed with all the information you entered. Here you may do the following:
- Make Changes (Edit Details)
- Remove the User (Delete)
- Enable/Disable Their Login
- Remove the Login
- Change Login Information
- Add, Change, or Remove Pricing and Language Information
Step 5: Languages and Pricing
If you want to add the price per word practiced by the supplier, simply click on the pen icon. Pen Icon. Additionally, you can remove a language service by clicking on the Trash Can Icon or use the Plus to add more language pairs, tasks, and pricing information.
The following pop-up window appears:
will appear after clicking on the Pen Icon. Enter the supplier's price per word (or character, line, page, etc.) and then click on on Ok to to finalize.