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Adding customers

When you add a customer, a customer folder is created automatically for you. Add customers to keep your work organized.

About this task

The same procedure can also be performed from the Dashboard view.

When you add a customer, a folder is created for that customer together with a set of default resources:

  • Customer Requester group (if you have the Trados Customer Portal entitlement)
  • Customer Reviewer group (if you have the Customer Reviewer entitlement)
  • Default Language Resource Template
  • Default Field Template
  • Default File Type Settings

Procedure

  1. Log in to Trados Team (by accessing this link: http://languagecloud.sdl.com/lc).
  2. Go to the Customers view.
  3. Select New Customer.
  4. In the New Customer dialog, do the following:
    1. Enter the name of the customer.
    2. Enter the details of the main (key) contact person: first name, last name, and email address. You can perform this step at a later point in time when editing the customer details, if you do not have all the available information at hand.
    3. Under Location, decide whether you want to add the new customer under Customers or within a specific customer folder. For example, if a company has several departments, you can add the company under Customers. Then, you can add the company departments under the already-created customer (company name).
    4. Select Create.

What to do next

Note that when you add a customer, the system automatically creates a group for Customer Requesters and two default resources (field template, language processing rule). Add customer users to the customer account in the automatically created groups. Then, associate customers (and customer users) with project templates during the project template creation process. Note that when you add a customer, the system does not automatically create a Customer Requester Restricted group. If you want to add users to a Customer Requester Restricted group, ensure that you create this group for your customer beforehand.