Adding clients

Most likely, you have multiple clients for your translation services — whether you are a localization vendor or a corporate translation department. Your clients can be another corporation or a division in your own company.

Smartcat lets you set clients that can be used not only to categorize linguistic assets but also to facilitate your project management workflow. For example, marking linguistic resources and a project with a client's tag automatically connects the resources associated with the client to the project right after creation.

The Clients section can be found right in the main menu of your account :


mceclip0.png

The first tab is where the client list is located in Smartcat.

mceclip1.png

On this screenshot above, you can see two different types of clients — a record with the building icon is one that you create for storing information about a client that does not have an account in Smartcat while the other one(with the infinity symbol) indicated that a client has a corporate account and has added you as a vendor, which allows assigning projects and tasks to you right in Smartcat. To add other corporate accounts as vendors, you should find them here and hit Learn more on a vendor profile.

To create a new client, click on Add client and fill in the form as much as you need. The only field that is obligatory is Name.
mceclip4.png


Let's look closer to the most interesting fields in the form:

The Industry field allows you to input and save an industry name that you have gotten used to. Of course, you may use it later for other clients.
mceclip5.png

The Assigned manager field lets you select a teammate already added to your team via email as the manager or contact person for this particular client.

The Net rate scheme field is used for specifying the scheme you set for a client that will be preset in the Statistics tab for every project of the client.


You can also add contact information for each client and designate a Primary contact by clicking on Add contact:

mceclip3.png

 

Project Groups

In addition to Clients, Smartcat offers another label that can be used to organize your data — Project groups:

mceclip6.png

Project group is a simple label that can be used to tag linguistic assets and projects. Some good examples for the use of a project group label would be to tag data by office location or to tag the linguistic assets of small clients for which creating a client label might not be useful. If your company works with many law offices who send you work on an irregular basis, creating a Legal project group will let you store data related to all these clients in unique TM or terminology databases.

Simply click on the Create project group button to create a new label:

Create Project Group

Once you have added all of your current clients — and project groups where applicable — we can proceed with adding users to the account.

Like it?

0

Similar articles:

    No related articles