Users & customers

How to create a user with a role
1. Go to the Users tab. 2. Click the Add User button. 3. Enter the first and last name. 4. Select a role for the new user. Make sure...
Wed, 4 Oct, 2017 at 4:54 PM
How to choose access rights for a user
1. Go to the Users tab > User list. Find the user on the list and click his or her name. 2. Click the Access rights tab, select customers for the use...
Thu, 5 Oct, 2017 at 9:57 AM
How to create a customer
1. Go to the Customers tab, and click the Add Customer button. 2. Fill in the customer details and address, then click the Add button. Customer name...
Thu, 5 Oct, 2017 at 10:54 AM
How to create a rate card for a linguist
1. Only linguists can have rate cards. Go to the Users tab > User list, and select the linguist for whom you would like to create a rate card. If you do n...
Thu, 5 Oct, 2017 at 10:00 AM
How to set language combinations for a customer
1. Go to the Customers tab > Customers. Open a project’s context menu, and select Languages. 2. Select “Customised language combinations only” a...
Thu, 5 Oct, 2017 at 10:03 AM