Difference between revisions of "Client user manual"
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Revision as of 12:43, 2 March 2020
Contents
Introduction
Protemos is a project management system for translation agencies and freelancers.
Clients use Protemos to collaborate and manage their projects, quote requests, share files. It is also used for managing invoices and payments.
This Client Manual is intended for the users registered as clients within the translation agency accounts.
How to add the client account
1. The translation agency you cooperate with adds your client account in the system. You receive the invitation email:
2. Accept the invitation by clicking the link in the received email. The following window will appear:
3. Create your own username and password and press "Submit".
4. Your account will be created.
My profile settings
On the My Profile page you can update your personal information, change your username and account password.
To do so, go to the My profile menu:
Back to the table of contents.
Get started with client account
There are several main sections that you need to focus on:
- Quotes—the list of Quotes and Quotes request.
- Projects—the list of projects.
- Payables—the amount you pay for each project.
- Invoices—the invoices due to be paid or already paid projects.
- Payments—the payments paid by you to the translation agency.
