In the portal settings, you can change and update your Portal account configuration.

Click the Settings button to access the settings menu. You can find there the following options:

Open

• My account - the settings and preferences of your personal Client Portal account.

• Resource Files - the list of all reference files such as translation memory or term base files.

• Customer Portal Tour - a quick tutorial to familiarize you with the basics of the Portal.

• Logout button.

Settings tab

In the settings tab, you can change the basic settings of your account.

Open

• Interface Language, in which the Portal is displayed. You can choose from a number of different languages. Click on the drop-down and select the preferred language from the list.

• Time Zone you are working in.

• Password. You can change your current Portal password by clicking the Change password button.

  • Provide your old password.

  • Provide your new password and confirm it in the NEW PASSWORD AGAIN field.

• When all is done, click the Save new password button to change your password or click the Cancel button to abort the process.

Company tab

The second tab provides all the data about your company.

Here you can update your contact information:

• Contact Info - your essential contact information: e-mail address, website, and phone number. To add or update this information, click the Edit button. Type in new information and click the Save changes button to confirm changes or the Cancel button to abort the process.

• Billing & Mailing Address  - update your correspondence address and the address where your bills will be sent.
  You can use the same address in both sections.
  If the edit buttons in the address sections are inactive, please contact your account manager.

• Social Media - update your social media information. You may add whatever media you use.

Contact Persons tab

This tab shows the list of the contact persons linked to this Client Portal account. Click on the contact person to see more details.

• Click the Edit button to edit the contact person's data.

• To delete a contact person, click the Delete button.

• You can also click the Edit Social Media button to update the information about the contact person's social media accounts.

• To add a new contact person to your company account, click the Add contact person button. For details, see the Add a contact person on the Client Portal guide.

Resource Files tab

This tab shows the list of all your resource files. They might be the translation memory or term base files from your CAT tools. Files for integrated external systems or other system files used in your workflows.

The Portal tour is a quick tutorial taking you through the basics of the Portal's architecture and functionalities.

The pop-up window about the Tour appears each time you log in to the Portal until you uncheck the Show tour on startup box.

Click the Start the Portal Tour button to begin the tutorial.

Later on, if you would like to go back to the tour, you can always find it in the Settings menu.