Documentation Center

Setting up customer requesters

Customer requesters are the customer users who submit translation requests either via Trados Customer Portal or directly to the project manager who then creates a project on the customer's behalf in Trados Team. To work as customer requesters, customer users must accept an invitation.

Before you begin

There are 2 types of customer requester roles: Customer Requester and Customer Requester Restricted. Users who have the Customer Requester role can see their peers' projects in Trados Customer Portal, while users who have the Customer Requester Restricted role cannot see their peers' projects in Trados Customer Portal. The Customer Requester group is provisioned automatically by the system for each customer you add. The Customer Requester Restricted group is not provisioned automatically by the system, which means that you need to create one before adding users and setting them up.

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 and:
    1. Under Name, type a customer name.
    2. Under Location, choose whether the customer you want to create has a generic scope or a more narrow scope (a department within the customer organization).
    3. Under Key Contact Details, enter the name and valid email address of the contact person for this customer.
    4. Select Create.
  4. Invite customer users.
    1. Select the customer row where you want to add customer users.
    2. Select the Users sub-tab.
    3. Select New User and:
      1. Enter the user's first and last name.
      2. Enter a valid email address where the user will receive an invitation to join.
      3. Select the Customer group the user belongs to.
      4. Select Invite.

What to do next

You can now associate the customer and its corresponding customer users with a project template.