If you use the Customer Portal to receive translation work directly from your customers, you need to tell memoQWeb about these customers.

Customers are organizations. If you work for a translation company, these are your clients. If you work in a translation department within a company, these can be other departments of the company.

On the Edit customer page, you can add contacts, services, and assign project managers to a customer.

How to get here

1.Open memoQWeb in a Web browser. Log in as an administrator.

2.Click the Admin tab, then click the Customer Portal customers tab.

3.The Customer Portal customers page appears.

1.In the customer list, in the Ops column, click the customer's Edit icon_edit icon.

The Edit customer page opens.

cp-edit-customer

What can you do?

Change name and description of the customer: Edit Customer name and Description. Click Save changes.

Customer remains the same: When you change the name of a customer, its contacts, services, and project managers do not change.

Add contact or change contacts

Assign project managers to the customer, or change them

Add a service or change the services for the customer

When you finish

Changes to contacts, project managers and services are automatically saved. To save changes to the name and the description, and return to the Customer Portal customers page, click Save changes.

Do not use the Back button on the browser to return to the Customer portal customers page.