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XTRF Home Portal Modules

Portal Settings tab

In this tab, you can configure some settings of the Client Portal, so your client will see only the services and options you want to offer them. By default, all the Use default settings checkboxes are checked, so each client has access to the default services, specializations, languages, and price profiles and sees the net prices and resources. However, you can change those settings by deselecting the checkboxes and selecting the required options:

Portal_Settings.png

  • In the Available Services section, you can select the services and workflows you will offer to this client. First, select a service from the Add new service dropdown list. If you want to change the default workflow for this service, select another one from the dropdown list that is displayed on the right-hand side of the added service(s).

  • In the Available Specializations section, you can limit the specializations available to this client.

  • In the Available Language section, you can limit the languages available to this client.

  • In the Available Price Profiles section, you can set up the price profile for this client by choosing one from the drop-down list.

    Only one price profile can be preselected. If you want to offer this client several price profiles, select the Let client choose price profile checkbox.

  • In the Show Information about Net Prices section, use the radio button to specify whether you want this client to see the net prices of your services.

  • In the Show Resources section, use the radio button to specify whether you want to display the CAT tools resource files in the Client Portal.

In the Review section at the bottom, you can permit this client to leave a review in the project’s workflow. For details, see the Involve clients in the localization process guide.