Home Portal
- Oksana Vishchuk
- Damian Rozmiarkowski
What is Home Portal?
Home Portal is the XTRF’s control room; that’s where the projects are created, files uploaded, vendors found, invoices created, and the translation process performed. Whenever you need to do something related to translation management, you need to sign in to the XTRF Home Portal.
XTRF Home Portal has two main working areas
XTRF modules, where you can:
manage the translation process
add new clients and vendors
create projects, quotes, invoices, and reports
configure the dashboard
perform CRM activities.
Configuration menu, where you can:
configure the Home, Vendor, and Client Portals
set default and system values
manage integrations and automations
create templates, and a lot more.
Home page
After you sign in to the Home Portal, you will be directed to the Home page.
From here, you can access the XTRF modules and the Top menu bar.
Also, you can:
Contact the Growth Team.
Check the latest Release Notes and our plans for future releases.
Take the shortcuts to:
UserEcho community
XTRF Academy
Knowledge bases.
Contact the XTRF Help Desk.
Subscribe to the XTRF newsletter.
Top menu bar
The Home Portal top menu bar is a multi-functional tool that offers the following:
Quick and easy navigation through the portal
Access to the portal and personal settings
Shortcuts to the frequently used actions
Additional handy menus
Home page shortcut
On the left-hand side of the top menu bar, you will find the shortcut to your Home Portal home page. The name of your instance is set during the XTRF installation process.
Search and history field
Use this field to search for specific activities, documents, or profiles in XTRF. Start typing the desired name or number, and the drop-down list of fitting entities will appear, divided into entity type-related sections.
The results are sorted from the most recently opened to the latest ones.
The results are limited by rights given to the logged-in user. To learn more about user rights in XTRF, see the User Management | User Groups and Rights article.
Actions menu
From the Action drop-down menu, you can take shortcuts to different Add… pages of the Home Portal.
Click on the button and then select the entity you want to create.
To learn more about creating different entities, see the corresponding guides:
Notifications
If something goes wrong with your Smart projects or quotes, you will be informed about it in the notifications section of the top menu bar.
You will be notified about the following issues:
One or more jobs did not start as planned
One or more jobs weren’t finished on time
A vendor has overlapping jobs on their schedule
No one has responded to the Automatic job offers.
The number of issues will be displayed next to the icon.
Click on the icon to expand the notifications menu. The issues are listed in order of occurrence.
Click on a project, quote, or vendor to open the related page.
For projects and quotes, the issues will be listed on top of the page in the Issues card.
For vendors, the overlapping jobs will be color-marked in the Vendor’s Current Jobs table.
The notifications will be displayed until the related issues are resolved.
Users will see notifications only about projects and quotes where they are assigned as project managers.
Chat
Click on the icon to sign in to the XTRF Chat.
To learn more about the XTRF Chat, see the XTRF Chat section.
Work log menu
The Work log menu is only displayed when the Time Tracking function is enabled (see the Configure the Work Log feature for Home Portal users guide).
In the Work log drop-down menu, you can log the time spent on different activities.
Help menu
In the help menu, you can:
Click the What’s on This Page button to find information about the XTRF area you are currently located in.
Click the Help Topics button to take a shortcut to the XTRF Knowledge base.
Click the Report Problem button to take a shortcut to the XTRF Help Center.
Click the About button to check the system information, such as the current version of your XTRF and component applications, license information, etc.
Configuration menu
Access to the Configuration menu is given per user group. To learn more, see the User Management | User Groups and Rights article.
Click the icon to open the Configuration menu on the left. For details, see the Configuration menu article.
Personal settings
In the personal settings menu, you can:
Take a shortcut to the My Account area, where you can check or edit your account details.
Sign out from XTRF.