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.

After you sign in to the Home Portal, you will be directed to the Home page.

Open

From here, you can access the XTRF modules and the Top menu bar.

Also, you can:

• Contact the Growth Team.
  
  

  Open

  

• 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.

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.

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.

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.

The notifications will be displayed until the related issues are resolved.

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

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

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.

• Change your password

• Sign out from XTRF.