Server Administrator - customer portal

In the customer portal pane, you can set the languages and the identification method for the customer portal. customer portal must already be installed on the memoQ TMS.

You cannot install, configure, or manage the customer portal here. The server's administrator can install the customer portal with the Deployment tool, on the server. To manage the customer portal, you need memoQweb (legacy).

Configure language pairs, languages, and sign-up methods for customer portal.

You need the project manager edition of memoQ to manage a memoQ TMS or a memoQ TMS cloud.

You may manage the server only if you are a member of the Project managers or Administrators group in the memoQ TMS. To change most settings, you must be member of the Administrators group.

How to get here

    1. At the very top of the memoQ window, click the Server Administrator Server administrator icon. icon. You can also find this icon on the Project ribbon.

    2. The Server Administrator window opens, showing the Connection pane.

    3. Type or choose the address of the memoQ TMS, and click the Select  button.

      You may need to log in to the memoQ TMS: If you have not used the server before, the Log in to server window opens. Type your user name and password for that server, and click OK.

  1. Under Category, click customer portal. The customer portal pane appears.

    server-administrator-cp-languages

What can you do?

To do this, click the Languages tab.

  • To set up source languages: Click the Source radio button.
  • To set up target languages: Click the Target radio button.

    In both cases, make a list of languages you want to offer. This list is on the right.

  • To add a language (or more), select them under Supported languages. To find certain languages, type a few letters of their names in the Filter list box.
  • To select two or more languages: Click the first language. Press and hold down Ctrl, and click the other languages.
  • To add the selected languages to your list: Click Add selected.
  • To remove languages from your list: Under Languages to offer, select languages in the list. Click Remove selected.

    Do this for the source and the target languages. Your customers will be able to select any source-target combination.

To save your lists: Click Save.

If you do want to offer every combination to your customers, you can set up language pairs. More precisely: For every source language, you can make a list of target languages.

To do this, click the Language pairs tab.

server-administrator-cp-languagepairs

To make a list for a source language: In the Source language drop-down box, choose the source language.

  • To add a language (or more), select them under Supported languages. To find certain languages, type a few letters of their names in the Filter list box.
  • To select two or more languages: Click the first language. Press and hold down Ctrl, and click the other languages.
  • To add the selected languages to your list: Click Add selected.
  • To remove languages from your list: Under Languages to offer, select languages in the list. Click Remove selected.

    Do this for every source language you want to support.

If you do not choose any target languages for a source language, that source language will not appear on the customer portal.

To save your lists: Click Save.

When a project manager works on a project sent in by a customer, they must be able to identify the customer. If there is a new contact person for a customer, the project manager must see which company or department they belong to.

In addition, you had better avoid rogue registrations of contact people: You can set up approval for new contacts.

It all happens in memoQweb: You see the customer's projects and the administrator approves the new contacts in memoQweb.

To set up identification and approval, click the Signup tab.

server-administrator-cp-signup

  1. See where a contact person comes from:
    • If your organization is a translation company, your customers will be other companies. In this case, your team will set up contacts for your customers. Click the New contacts cannot sign up themselves (they need to be added in memoQweb radio button.
    • If your organization is an "enterprise" (not a translation company), your customers will be the departments of the same company. In this case, colleagues can create their own users. Click New contacts can sign up themselves radio button.
  2. Set up approval: Normally, memoQ TMS automatically approves new contact people. If you need your administrator to approve them, click the New contacts must be approved in memoQweb radio button.

To save your choices: Click Save.

When you finish

To return to memoQ: Click Close.

Or, choose another category to manage: