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 define a Client label that can be used to categorize your linguistic assets and your projects. As we will see later, these labels will also play an important role in streamlining your process.

The client labels can be created in the Settings section:


mceclip0.png

This will open a new page that will list clients that you have defined previously and the option to add new clients when necessary:

 mceclip2.png

In this screenshot, you can see two different types of icons and this will be explained in a different article. For now, to create a new client, click on Add Client and enter the name of the new client as well as the country where they are located, if you have the information. 

mceclip3.png

For now, you can ignore the Net Rate and VAT field information, we will come back to this information later in the Payment section as it is not needed to organize your linguistic assets. You can also add contact information for each client and designate a Primary contact by clicking on Add contact:

 mceclip4.png

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

 mceclip0.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 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:

mceclip1.png

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