Locale: Client Account Profile Information
Introduction
The Account Profile information section can be accessed by selecting the logo in the top left corner of the Locale instance after logging in. This section contains access to the same Activity, Projects, and Authentication tabs as on the left side, with 2 added sections: Users and Settings.
Users
The Users tab is where you can search for, or add users to your account in Locale. Possible users could be content creators, project managers, account managers, localization managers, or whoever would need access to your automated translation workflows.
All users at this level have the same level of access rights, roles, and permissions.
To add a user
Select the Users tab.
Select the green in the top right corner.
Enter the name and email address of the person you’d like to add, and select the green Invite button.
The person will receive an email invitation to the email address indicated.
Accepting the invitation will bring them to a password creation screen. After creating a password, they can log in to Locale.
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Searching for users
Select the icon in the top right corner, and type the name of the person you’re looking for. If they do not exist, simply follow the steps above to add them. To clear the search field, simply select the in the search box.
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Settings
The settings tab gives you a brief overview of the account name and the logo associated with the account.
Change the Account Name
Enter a new name in the text field, and select the green button in the upper right corner.
Change the Account Logo
Choose the Select a File button under the Logo section.
Choose an image file from your local machine and open the image.
Select the green button in the upper right corner. The page will refresh and the logo will be updated.
Deactivate an account
Simply select the Deactivate account button.
IMPORTANT!
Deactivating an account does not prevent users from accessing the account. Deactivated accounts can no longer send content to their agency via the automated connectors in the Locale platform. Any ongoing/active projects will be paused.
Reactivate an account
Log into Locale with your username and password.
Navigate to the account profile by selecting the icon in the upper most left corner of the Locale screen
Navigate to the settings tab .
Select the green Activate account button.
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