To create an external supplier, follow these steps:
Pass your mouse over the My company tab and click on People & logins.
Click on Add new:
- Here, enter the supplier's details and tick the box 'create a login'.
- Create a login and password for your supplier, and select his profile.
You will be able to choose between 5 different profiles:
- Manager: The Manager can add, delete and edit all data without limitation. This includes projects, jobs, clients, suppliers, orders, invoices, logins and translation memories.
- Team leader: The Team Leader manages translation projects with inhouse or external teams. He/She has full access to all projects, jobs, orders and translation memories but cannot add/delete users or companies.
- Worker: The Worker's main role is to translate or revise. The Worker can further access jobs of all other workers and read related project and client information.
- Worker (limited): The Limited Worker has access to his/her own jobs only. No other information, such as project or client information, is accessible.
- Inhouse client: The Inhouse Client can submit translation requests, communicate with the team and ultimately download the finished translations. No other data is accessible.
Tick the box 'Specify languages' to enter the supplier's languages and tasks:
Once you have finished click on Save.
The supplier's page will be displayed with all the information you entered. If you want to add the price per word practiced by the supplier, simply click on the pen icon.
The following pop-up window appears:
Enter the supplier's price per word (or character, line, page, etc.) and click on Ok to finalize.