Creating Clients
Administrators with WorldServer permissions follow these steps to create clients for TransPort.
Procedure
- Go to Management > User Setup > Clients.
- Click Add.
- From the General tab, enter the following information:
- Name (required)
- Description.
- Locate the Clients directory. (Required) All project and quote folders for a client will be created under this directory. Use the Browse function (folder icon) to locate the Clients directory on your asset interface system by selecting the directory as shown.
The following example depicts the ACME Company client folder.
Note: Note that a Clients directory must be created previously on the user's system. Unless a Clients directory is defined, you cannot click Save and create the client successfully.
- Selecting a Quote Approval Process
- Associating TransPort Users with a Client
- Creating and Associating Project Types
- Associating Project Types to a Client
Associate one or more appropriate Project Types to each Client. For example, The ABC Client may want to use the One-Step Translation Project Type to generate projects and quotes that use the One-step translation workflow.