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- 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.
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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.
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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 - 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.
- Global Search - See if the client has access to Global Search.
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