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External managers with access right R230 enabled will count as a manager license in your subscription when logged in. |
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Outsourcing projects to the supplier company
Decide whether an existing project needs or all projects need to be outsourced to a supplier and delegate immediately all tasks and communication to that company. When projects are created via the client portal, that company will also be in charge of managing the related order, negotiating the offer with the client, and making sure the work is delivered as expected.
Outsourcing an existing project
Follow these steps to put a supplier company in charge of a project:
Go to a Project and Edit the project details.
Use the ‘Outsource to’ feature to delegate the management of the project to a qualified supplier.
Optionally, point a manager within the company to be responsible for the project. Otherwise, the supplier company will make sure the work is carried out as expected.
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By setting up a specific manager, the user will be included in the list of recipients anytime an event triggers a notification for the project or the order.
Automating Project Outsourcing via the Client Portal
Wordbee Translator's client portal offers a seamless way to automate project outsourcing. When using the new order form, the outsourcing of projects can be auto-assigned to a given supplier based on specific criteria, ensuring efficient delegation to appropriate suppliers.
For instance, you might want all tasks from a particular client to always be outsourced to a consistent supplier. Similarly, if you receive 'Legal' project requests, they can be automatically assigned to suppliers with expertise in that area.
This system is designed for clients to specify their requirements in the order form. Upon submission, the associated order and project are then managed by the designated supplier company, who will handle all subsequent work and coordination.
Setting Up Automated Outsourcing: Step-by-Step Guide for admin users
Create a New Order Form: In the Platform settings, navigate to the Client Portal section and create a new order form.
Enable Project Creation: Configure one or several order options. Adjust the order option to facilitate the creation of new projects.
Select Supplier: In the 'Project Outsource to' field, select the supplier company to whom you'd like to delegate the project. This list will only show the suppliers that are eligible for project management.
Configure Preferences: Complete the remaining preferences related to the order option and the form.
Save Changes: After verifying your settings, save your modifications.
Once set up, any new project created with that order option will be automatically assigned to the designated supplier company. The configuration flexibility provided for each order option ensures that you can fine-tune your preferences, making sure you select the best supplier for every project scenario.
Let the supplier company commence the work!
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