Portal for customers

Eugene Kuchynski — Fri, 23 Apr 2021 11:36:44 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/23/2021 11:36:44 AM

Trados Business Manager allows to create user accounts for your customers, so they can login into the system, view personal information, projects, jobs, invoices, check current state of tasks, generate reports, download files, etc.

When customers perform any actions on a portal, system administrators/managers automatically get notifications using internal notification mechanism or by e-mail. In the list of roles there are 2 special predefined roles: Vendor and Customer. When you create a user and assign Customer role to that user, customer portal functionality will be automatically applied for that user after his/her login. You are free to change default Customer role, by adding or removing necessary rights. But before doing this it is strongly recommended to carefully test changes, to avoid exposure of sensitive data.

See nested articles in this section to get detailed information about customer portal.

Tags: Web, Customer Portal

Portal for customers

Eugene Kuchynski — Thu, 22 Apr 2021 12:02:16 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 4/22/2021 12:02:16 PM

SDL Trados Business Manager allows to create user accounts for your customers, so they can login into the system, view personal information, projects, jobs, invoices, check current state of tasks, generate reports, download files, etc.

See nested articles in this section to get detailed information about customer portal.

Tags: Web, Customer Portal

Portal for customers

Eugene Kuchynski — Wed, 16 Oct 2019 10:14:32 GMT

Revision 3 posted to Wiki by Eugene Kuchynski on 10/16/2019 10:14:32 AM

Tags: Web, Customer Portal

Portal for customers

Eugene Kuchynski — Wed, 16 Oct 2019 09:03:20 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 10/16/2019 9:03:20 AM

When customers perform any actions on a portal, system administrators/managers automatically get notifications using internal notification mechanism or by e-mail. In the list of roles there are 2 special predefined roles: Vendor and Customer. When you create a user and assign Customer role to that user, customer portal functionality will be automatically applied for that user after his/her login. You are free to change default Customer role, by adding or removing necessary rights. But before doing this it is strongly recommended to carefully test changes, to avoid exposure of sensitive data.

Tags: Web, Customer Portal

Portal for customers

Eugene Kuchynski — Wed, 17 Jul 2019 10:29:35 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/17/2019 10:29:35 AM

SDL BaccS allows to create user accounts for your customers, so they can login into the system, view personal information, projects, jobs, invoices, check current state of tasks, generate reports, download files, etc.

When customers perform any actions on a portal, system administrators/managers automatically get notifications using internal notification mechanism or by e-mail. In the list of roles there are 2 special predefined roles: Vendor and Customer. When you create a user and assign Customer role to that user, customer portal functionality will be automatically applied for that user after his/her login. You are free to change default Customer role, by adding or removing necessary rights. But before doing this it is strongly recommended to carefully test changes, to avoid exposure of sensitive data.

Tags: Web, Customer Portal