Any number of clients may be added to the system for tracking projects, jobs, etc. To add a client, first click on Clients in the toolbar and then click on New Client in the upper right corner of the clients screen.
The following sections have been provided to assist with adding clients to the system:
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- Name - Either the name of the company or the individual when a freelance provider.
- Email - Should be the primary contact's email information.
Client Type
Additionally, you can configure the type of client by using the Type drop-down menu. The client types is helpful in identifying the client in the system and can be configured as a corporation, translation agency, freelance translator, etc. Each is noted in the client screen by a specific icon.
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Creating a Login
If you have the client portal, then a login can also be created for the client when they are entered into the system. A login is not required and does not apply if you are not using the client portal. To create a login, tick the checkbox next to Create a login for this company and then fill in the required information. This includes:
- Last/First Name - Should be the client's main contact or the freelancers freelancer's name.
- Email - The email of the entered user. For agencies or corporations, this will be the email of the primary contact for which the login is being created.
- Login - A User ID that will be used with the password for logging into the client portal.
- Password - The password for logging in. You will need to retype the password and a visual indicator is provided to show strength.
- User Profile - This define's the users access rights when logging into the system.
To choose a user profile and define access rights, click on the drop-down menu and then click on the desired selection. You You have three options:
- External Client - Any client who will be submitting requests for translation, communicating with the team, and downloading deliverables.
External Worker - Anyone who will be completing translations, revisions, proofreading, etc. These users are able to access documents and other items specifically for completing their work. Suitable when you have the client portal and the client will need to place orders - External Worker - Suitable when you do not have the client portal but want to allow the client to perform revisions or proofreading jobs.
- External Client and Worker - Able to submit translation requests and work on jobs, which is beneficial when the client will be working on the project as well. This could be making revisions or approving completed work.
When you create the first login, either External Client or External Client and Worker are the best options. Additional users may be given the External Worker profile.
- Suitable when you want the client to be able to place orders and perform revision work, etc.
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External companies can only see the jobs you assign to them. They do not have access to any other information including internal comments. |
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You can also create custom profiles with defined access rights. To learn more see the Access Rights section under Administration. |
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Once all information has been entered, click on Save in the upper right corner to finish adding the client to the system.
The client will appear as shown below and additional information can be viewed or configured after they have been added to the system.
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Once a client has been added, you can configure or assign a pricelist price list and add pricing information for them. A default price is pulled from the standard pricelistprice list; however, this information may be changed to meet your specific needs. To learn more see Client Pricing. |
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After the client has been added, you will be able to view the client's information and make changes as needed. Four Six tabs reside at the top:
- Client
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- - View basic client information, contact details, billing information, etc.;
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- Prices - View, add, or change pricing information
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- Domains - View, add or change domains of the client;
- Planning - View, add or change dates when the client does or does not work;
- People & Logins
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- - View current user information and add users, disable logins, remove users, etc.;
- Documents
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- - Manage reference documents that pertain to the client.
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In the upper right corner, you will see the following options:
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- Projects - View a list of the client's current projects.
- Calendar - Access the client's calendar.
- Delete - Remove the client from the system.
- Edit - Make changes to the client.
Underneath the client name, you can also view the login status or click on Manage Logins to view current users for the client portal. :
- A green circle with a checkmark shows the client has a login and a red circle with a dash shows they do not have a login.
At the bottom of the screen, you can click on one of the following options to view more information about the client:
- Contact Details - View contact information including the name, email, phone, address and language. Click on the email address to send the client a message.
- Billing Details - View billing address and email information. Click on the email address to send a message to the current billing email.
- Invoicing & Accounting - View current invoice and accounting settings for the client. If nothing has been configured, then the Default settings will be used. It is recommended to enter pricing information before making changes to these settings.
- Translation Memories - Displays any translation memories for the client. If a new client, then a default translation memory will be the only item shown here.
- Supplier groups - See if supplier groups are linked to this specific client.
- Client Portal - Client specific Specific settings for the client portal. This includes options for configuring the classic order form (enable/disable), the instant translation form, and the new order form.
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- Global Search - See if the client has access to Global Search.
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This information may be changed by clicking on Edit in the upper right corner when viewing the client. |
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