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Portal for customers
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  • Wiki
  • +Licensing & Installation
  • -TBM 6
    • +Release Notes
    • +Basic Information
    • Quick Start
    • +Database engine
    • +Software configuration
    • +List views and data entry forms: usage and customization
    • Dashboards
    • +Reference data
    • +Documents
    • +Security system
    • +Service functions
    • +Data export and import
    • +Reports and analytics
    • +Invoice templates and custom reports
    • API
    • -Portal for customers
      • Creating an account for a customer
      • Portal usage and dashboard
      • Editing personal information
      • Working with quotes
      • Working with translation jobs
      • Working with translation projects
      • Working with invoices and payments
      • Viewing reports
      • Client self-registration
    • +Portal for Vendors
    • +Integrations in Business Manager
    • +CV
  • +Trados Business Manager Connector plugin
  • +Trados Business Manager plugin
  • +FAQ
  • TBM 5 documentation
  • Download links for older versions

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Portal for customers

SDL Trados Business Manager allows to create user accounts for your customers, so they can login into the system, view personal information, projects, jobs, invoices, check current state of tasks, generate reports, download files, etc.

When customers perform any actions on a portal, system administrators/managers automatically get notifications using internal notification mechanism or by e-mail. In the list of roles there are 2 special predefined roles: Vendor and Customer. When you create a user and assign Customer role to that user, customer portal functionality will be automatically applied for that user after his/her login. You are free to change default Customer role, by adding or removing necessary rights. But before doing this it is strongly recommended to carefully test changes, to avoid exposure of sensitive data.

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