Hello, Tung,

That's strange. I've just checked, and it seems to work correctly: vendor and customer portal users are not accounted when checking number of users against the license.

Are you sure that you configure vendor portal user correctly? According to docs, user must have a value in the Associated vendor field, and Vendor role should be added to the list of roles. Can you please recheck?

I followed the instructions by adding the Associated vendor field, and Vendor role already:

but still could not log in with Vendor role:

My TBM 6 Team version is 6.1.66. Did I miss something during the configuration? Any special setting is required for Vendor portal? 

As I said, I should have 4 administrative accounts and unlimited vendor accounts based on my purchase. Anything wrong here?  

Well, probably I found a bug. When maximum allowed users already logged in, and vendor logs in, indeed it shows this error. I mean, this happens only when maximum number of users already logged in.

You can check it by logging out one of four users, then log in as vendor, then login back as manager. System will allow to let it and won't show this error.

We'll release small update today 6.1.68 fixing this bug. Thank you for pointing out!  

Yes, I'll be waiting for the new release and update it right away then. Many thanks for your prompt support!

Ok, update is ready and should be visible to you. Can you please try to install and let us know if it fixes the problem? Hope, it will!

We encountered some weird errors during the reinstallation that I might need to ask for your help :( Firstly, could you please push the installation file for latest version (I suppose 6.1.68) to the Download section in my account? Thank you in advance.

Hi Mike,

I can't upload latest installer to the Download section of your account, but here is direct link (active for today at least):

update.sdl.com/updates/ update1/tbm6/trados_business_manager_online_6.1.68.exe

Hi Eugene, thank you for your help but it seems the link is invalid? I can only see an imcomplete link as such:

update.sdl.com/.../trados_business_manager_online_6.1.68.exe

Hah, strange behavior, indeed link becomes cut when posting a comment. Maybe kind of security measures. I've edited previous post by dividing parts of URL, please copy it and delete spaces, should work!

Hah, strange behavior, indeed link becomes cut when posting a comment. Maybe kind of security measures. I've edited previous post by dividing parts of URL, please copy it and delete spaces, should work!

Hi Eugene,

I have installed the new version (6.1.69) and found no more issues with the vendor portal. Minor issues cam up, however

1. The familiar icon for software update seems not doing its function. When clicked, it showed only this one instead of available new versions and an option to download the update. Or the update download item has been moved elsewhere?

2. Could you work on a permission type where the excel/pdf/html export/import (e.g. vendor list xls export) permission can be allowed/denied to a certain user? Much appreciated!

it now looks like this:

Hello, Mike,

Thank you for update!

Actually, that yellow Update button is missing when no new version is available So, you're clicking now different button. When another update gets released, it will appear there. 

Hi Eugene,

Now I know the Update Download button mystery!

Do you have spare time to check this query out?

"2. Could you work on a permission type where the excel/pdf/html export/import (e.g. vendor list xls export) permission can be allowed/denied to a certain user/role? Much appreciated!"

Also, the "test piece" feature looks promising. I'm studying it but not sure how to upload a test of certain specializations and assign it to a certain (candidate) vendor. It seems that this feature is not mature yet, doesn't it?

Hello, Mike,

So,

Mike Nguyen said:

2. Could you work on a permission type where the excel/pdf/html export/import (e.g. vendor list xls export) permission can be allowed/denied to a certain user/role? Much appreciated!

For this, indeed this feature was asked few times already, but we didn't implement it. The reason why we don't implement it:

• when user views a table, he/she already can see data there, then why to restrict exporting data which is currently visible on screen? User can simply press Ctrl-A Ctrl-C to select and copy visible data.
• For Excel export and import, this operation becomes automatically restricted if role assigned to a user restricts data deletion. If user can only view and edit some data, they won't be able to use Excel export/import functionality.

Mike Nguyen said:

Also, the "test piece" feature looks promising. I'm studying it but not sure how to upload a test of certain specializations and assign it to a certain (candidate) vendor. It seems that this feature is not mature yet, doesn't it?

We have implemented it, but yes, waiting for some feedback. Here is Wiki page:  Test pieces 

So, to upload new test, you simply go to tests and create a new one. Then, to assign it to a vendor, you open vendor profile, switch to Test pieces tab, create a new one, load your created test and click Send. To view all tests for all vendors, go to Reference data - Vendors, and click Test pieces button on the toolbar.

Hope it helps!

Hi Eugene,

Thank you for your reply. Unfortunately some issues have arisen (sorry, I hope there would be less issues to be asked in the upcoming time)

1. Data Export/import:

I notice that even If an user can only view and edit data, they can still easily use this feature to export it. I agree that the data is visible on the screen, but it would help partially restrain the use of readibly usable/digitized data that could be used for personal purposes.

2. I want to restrict access of non-Admin users to any client fields (except for "Client Name" field, e.g, so that our PM users can still create translation project/job/job task). According to the reference materials, we are not sure how to do this. It could be helped in "Member permission" section, but everytime I set some criteria, errors are encountered. Could you help check it out?

3. Regarding the test piece function, I have tested to send a test to a vendor, but in the TBM's vendor user interface, it seems that there is no option for them to work online. An option for submission is available though:




Could you have a look into these and advise please? Thank you in advance!

Hi Eugene,

I really hope you can provide the solutions to these only pending issues. Looking forward to hearing from you!

Hi Mike, excuse us for delays, indeed not easy to answer fast.

1. Ok, so this added to to-do, but can't promise it could be done very fast.
2. Interesting bug, I wasn't able to reproduce it. However, we'll fix this. But yes, you have to add Client permission, remove Read/Write checkboxes, as you show on the screenshot, and then add Name to member permissions and allow Read and/or Write. In muy case, it worked, maybe you can just try again?
   
3. Confirm the bug, and we will fix it in today's (or Monday's) release 6.1.71. Thank you! Indeed the field is in read only mode.

Hi Eugene,

Thank you for your help. Actually I have only one more request: Could you pleaseenable the vendor role's permission to use this function? E.g. they can use this to export a list of all monthly invoices in pdf/xls/docx files, input their signature, then send back to us as a confirmation to the final payment sheet (everything is correct and no complaint shall be made later on)

Ok, we'll include this in the next update. Also, maybe as an option we can create custom report for this?

Look at the attached example. You can create a new QuickReport, import this layout, then open Vendor role, and add a new permission so vendors can use it from the portal:

Then it becomes available on the portal:

The open it and export:

And you get nice PDF:

Here is the file:

Invoice inc.zip