A client is a person for whom you work. This could be an company that you ware working for or an internal department which needs documents or other items to be translated, revised, proofread, and so on.
With Wordbee Translator, you are able to build a client list and manage each client in the system. This includes entering all the usual information: addresses, emails, phone numbers, etc. A client in the system may also have an associated price list.
The following sections have been provided to help you set up clients in the system:
Step 1: Add a Client
First, pass your mouse of Clients in the toolbar 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.
If the billing information is different than what has been entered for the client, tick the checkbox next to Enter separate billing address to save another address for billing in the system.
Step 2: Create a Login (Optional)
If you have the client portal feature and want the client to be able to log into the system for revisions or other tasks, 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:
- First & Last Name
- User Email
- Login ID
- Password
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:
- External Client - This profile allows the user to submit translations requests, communicate with team members, and download documents via the client portal.
- External Worker - This profile allows the user to perform translations or any 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.
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.
A new screen will appear to show the client's details, as shown below:
You may add as many clients as needed to the system by following the steps above.
To learn how to enter pricing information and perform other client related tasks in the system, please see the Client Management section of the documentation.