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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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qualifications to perform jobs (Optional)
You may also enter the user's languages and tasks so they can participate in the project workflows. This informs allows the system as to what know about which language pairs, tasks, and pricing applies apply to the user for job proposal and assignment purposes. when he is part of a job proposal or when a job needs to be directly assigned to them.
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Only three entries may be configured when adding a |
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user. As soon as the user is registered in the system, you may include as many as needed |
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. Learn how to update the service portfolio of inhouse users here. |
To add these qualifications when creating the user, 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.
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You will also have the possibility to add a backup email at the end of the page in case you want to get the mails sent to somebody else.
Only three entries may be configured when adding a user; however, you may add as many as needed after adding the user to the system.