A client is a person for whom you work. This could be an company that you ware are working for or an internal department which needs documents or other items to be translated, revised, proofread, and so on.
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First, pass your mouse of Clients in the toolbar Menu Bar and then click on New Client.
Enter a Name and Email Address for the client. All other information is optional and does not have to be entered to add a client in Wordbee Translator.
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Step 2: Create a Login (Optional)
If you have the Wordbee client portal feature and want the client to be able to , you will be able to tick the box 'create a login for this company' to enable your client to access customized order forms and log into the system for revisions or other tasks. If you tick the box, then you will need to create a login for them. To do so, tick the checkbox next to 'Create a login for this company'. Then enter the following: enter and create the following:
- First & Last Name
- User Email
- Login ID
- Password
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You will also need to configure a User Profile by selecting an option from the provided drop-down menu. The User Profile determines what the user is able to do when logged into the system.
Three options are provide: You will be able to choose between 3 different profiles:
- External Client - This profile allows the user to submit translations requests, communicate with team members, and download documents via the client portal The External Client is your typical client who submits translation requests, communicates with your team and downloads deliverables, all online via your workspace (the client portal).
- External Worker - This profile allows the user External Worker is any user who will need to perform translations or any other job related work and communicate with the team.
- External Client & Worker - This profile is for users who will be completing work and also submitting translation requests, etc. in the system. The External Client & Worker can both submit translation requests and work on jobs at the same time. Jobs can be useful if you plan to collaboratively work with the client during revision or approval.
Step 3: Save the Client
After all required information has been entered and a login has been configured (if needed), click on Save to finish adding the client to the system.
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A new screen will appear to show the client's details, as shown below:
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Note that by default, the language set for your client is English. That will be the language in which the notifications will be sent to all client users. |
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Once the login has been created, you should communicate it to your client. |
Step 4: Add Pricing Information (Optional)
If a quote or invoice must be generated for the client, they you may want to set up a pricelist with any applicable discounts and pricing information for language pair tasks. This can be done after saving the client by clicking on the Prices Tab and then clicking on Details next to the displayed Standard Pricelist.
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Select the Source and Target Language. Click on Select Multiple Languages to choose more than one target language. Then choose the task and configure the price for the language pair and task. Click on Add New when finished.
The pricing information will appear as shown below and you may add as many as needed:
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To learn more about entering pricing information and perform performing other client related tasks in the system, please see the Client Management Managing Clients section of the documentation. |
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