System Accounts subtab (Clients)
This tab contains information and settings related to the client’s work on the XTRF Platform:
The Username field shows the client’s username in the system, which is the same as the client’s ID.
The username in external system button opens the Partner Aliases popup window. Here you can enter the usernames your client uses in XTRF integrations with CAT tools. For details about the systems that can be integrated with XTRF, see the CAT tools section of the XTRF Knowledge base.
Warning
Before adding a ‘username in external system,’ check the mapping requirements for your CAT tool(s). For details, see the documentation in the CAT tools section of the XTRF Knowledge Base.
In the Access Rights section, you can select whether this client will have different access rights from those defined by their status.
The status you have set in the Identification Data sub-tab grants (Active) or denies (Potential, Inactive) your client access to the Client Portal. However, you may want to give access to the Clients Portal to a potential client or block access to an active one. In this case, you can assign a client to the client group with different access rights regardless of their actual status. To do so, deselect the Assign to Status checkbox and select the required status from the Assign to Group dropdown.
To find out more about client groups and rights, see the Portals – Client Groups and Rights article.
In the Client Portal Settings section, you can:
allow the client to access the Client Portal by selecting the checkbox in the first line.
click on the Sign in as this Partner button to enter the Client Portal as your client and check what they see there or have access to.
check the Last Login Date and Last Failed Login Date. Those fields are filled automatically.
select the Preferred Language for Interface for this client.
change the data format for this user. To do so, click the Edit Preferences button in the Format Preferences section and enter the necessary User-defined Values.
click the Send Welcome E-mail button to send your client a letter with the link to the Client Portal and instructions on signing in.
click the Send Password Reset E-mail button to send your client a letter with a temporary link for resetting their password in the Client Portal.