Administration > CP Customers > (customer)

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

Caution: Through the Customer Portal, organizations can send in work that gets processed automatically. Make sure you offer this opportunity to trusted customers only, and you negotiate very clear terms and conditions for providing services through the Customer Portal.

On this page, you can set up or change the customer's details.

How to get here

  1. Sign in to memoQWeb as an administrator.
  2. On the left sidebar, click the Admin icon.
  3. On the Administration screen, under Customer Portal, click the Customers tile. The CP - Customers page opens.
  4. In the list, click the customer you need to edit. The customer's screen opens.

What can you do?

Manage assigned project managers

Do this on the Assigned PMs tab:

mqw-nxt-admin-cpcust-pms

To add or remove project managers: At the top right, click the Assign PMs button. In the Assign project managers pane, check or clear the check boxes of project managers as needed. To search project managers here: Start typing in the search bar above the PM list. If the text you typed can be found in some PMs' name or email address, the list will only show those PMs. To clear the list, delete the text in the search bar. To save your changes: Click the Assign button.

To remove a project manager: In the PM's row, click the Unassign PM icon-delete icon.

To search contacts: Type something into the search bar above the PM list. Press Enter. If the text you typed can be found in some PMs' name or email address, the list will only show those PMs. To clear the list, click the X icon at the end of the search bar.

Manage assigned services

Do this on the Services tab:

mqw-nxt-admin-cpcust-edit-contacts-serv

To assign or unassign services: At the top right, click the Add services button. In the Add services pane, check or clear the check boxes of services as needed. To search services here: Start typing in the search bar above the service list. If the text you typed can be found in some services' name, the list will only show those services. To clear the list, delete the text in the search bar. To save your changes: Click the Add button.

To edit a service: In the service's row, click the Edit service icon-edit icon.

To remove a service: In the service's row, click the Delete service icon-delete icon.

To search services: Type something into the search bar above the service list. Press Enter. If the text you typed can be found in some services' name, the list will only show those services. To clear the list, click the X icon at the end of the search bar.

Change the customer's name or description

Do this on the Profile tab:

mqw-nxt-admin-cpcust-edit-contacts-profile

Edit the customer's name and description as needed. To save your changes, click the Save button.

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

When you finish