If many people work in your company, you have to define the role that they have in it: administrator, manager, worker, etc. This is managed from the People & Logins section.
When you define your company, you must define at least a project leader or an administrator with the right credentials to log on to the system.
To give a specific role to a person of your staff:
- Click on My Company.
- Click on the People and logins tab.
- Select a person.
- Click on the question mark situated in Profile in the Account sub-menu (screen shot below):
Among all the roles available, only the ones shown in the table below can be given to your staff (except Administrator which can only be given to one person):
The Administrator has access to all functions
including license and logins management.
Managers can add, delete, and edit data with no
limitations. This includes projects, jobs, clients,
suppliers. orders, invoices, logins, and translation
Team Leaders manages translation projects with
in-house or external teams. Team Leaders have full
access to all projects, jobs, orders, and translation
memories but cannot add or delete users or
The Worker's main role is to translate or revise.
Workers can also access jobs assigned to other
workers and read related project and client
Limited Workers have access to their own jobs only.
No other information, such as project or client
information, is accessible.
In-house clients can submit translation requests
communicate with the team and, ultimately, download
Finished translations. No other data is accessible.
Only one administrator can be created!
To add a login, follow these steps:
- Point to My Company on the menu bar and click on People & Logins.
- Click on Add new.
- Fill in all the fields. (Fields with an asterisk * are mandatory.)
- Click on Save.
You can customise the user profiles to define what information can be seen and modified by a user. See: https://wordbee.atlassian.net/wiki/spaces/WBT/pages/712264
A login credential can only be deleted or edited by another user with a higher profile rank.
Do not delete all accounts or you will be blocked out.
Define which tasks can be performed by the user in the platform at the bottom of the page.
Click on the icon to start defining your service portfolio:
You can define each service for a particular language combination or for all languages available in the system
Also, when working in Codyt Projects, you may want to use dynamic supplier groups to ease the dispatching of the jobs proposals.
The <any language> setup could be helpful to keep an eye on job proposals being sent to the desired suppliers.
It is not mandatory to define prices and units for each of the services added (specially if you don't create invoices for your internal staff).
Details for Automatic deadline calculations
In the middle of the popup you will encounter two fields that allow the system calculate due dates for this user accordingly:
- Capacity (Speed): refers to the estimated workload the supplier can take in the platform (it should be an average of all the projects he could be involved in)
- Lead time refers to response time of the user to accept the assignment and start working
Setting up these values is not mandatory and you can always update the service details in a later moment. Once you start working in the platform, the "Statistics" tab in the upper part of the page will also give you useful information about these metrics.
Monolingual services (source only)
Services like linguistic preparation, source editing or copywriting refer to "Source only" tasks, which have been defined in the platform by the administrator (for more details see the task categories section).
These monolingual services need to be defined accordingly in the pricelist of each internal supplier:
In the end, this is how the custom service porfolio will look like:
You can add new tasks or edit the ones existing at any time!
Administrators can create and customise the list of tasks in the platform at any time. Learn how to do it in Settings > Task categories.