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
Rate Card Template Explained
When trying to import multiple rate cards on your instance you should provide the Support with created .csv files. The template file is attached. Provided f...
Mon, 9 Aug, 2021 at 2:31 PM