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This section gives an overview of the functionalities and access rights available for administrators, managers and team leaders.
Administrators - Have access to all the functions including license and login management.
Managers
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- Can add, delete, and edit data with no limitations. This includes projects, jobs, clients, suppliers, orders, invoices, logins, and translation memories.
Team Leaders - manage translation projects with in-house or external teams. Team Leaders have full access to all projects, jobs, orders, and translation memories, but cannot add or delete users or companies.
Home page
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You can add or remove some of the panels present on the home page by clicking on Customize dashboard
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- The Find a Translation panel See page 41
- The Find a service panel See page 47
- The Recent Projects panel See page 49
- The Recent Jobs panel See page 51
- The Activity panel See page 53
- The Calendar (Agenda) panel See page 53
- The Latest Events panel See page 56
- The Quick Links panel See page 57
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If you want to remove a panel, you can also click on the cross, at the top right corner of each panel.
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To learn more about the panels, see:
Dashboard widgets
The menu bar
Use the menu bar to quickly access your client orders, create projects and jobs, upload linguistic resources, complete information about your company or customize your platform.
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