Portals
This section is a part of the Configuration menu. Access to this section may be restricted by Home Portal administrators.
The changes in the configuration menu settings will affect all XTRF users and, therefore, should be well considered.
Some settings depend on the selected XTRF plan and thus might be unavailable for some clients.
Client Portal
In this subsection, you can configure the default settings for the Client Portal that will apply to all clients.
With the Enabled checkbox, enable or disable the Client Portal.
In the Client Portal URL field, you can check the portal’s address.
Uncheck the Available Services, Available Specializations, and Available Languages boxes to select specific services, specializations, or languages.
If you uncheck any of those boxes, the Available Items and Selected Items lists will appear in the selected section. Double-click on an item in the Available Items list or select an item and click the Add button to add it to the Selected Items list.
Uncheck the Show Information about Net Prices box to hide the Net Price field on the Client Portal.
Uncheck the Show Resources box to hide the Resource Files tab in the Projects module on the Client Portal.
Uncheck the Show Approximate File Statistics box to hide the File Statistics tab in the Request a quote and Launch a project pop-ups on the Client Portal.
(For Classic projects only) Check the Show Log Files box to make the CAT analysis files visible in the Resource Files tab in the Projects module on the Client Portal.
In the Disclaimer on Sign-in Page section, decide whether you want to add an informational disclaimer to the sign-in page. To change the disclaimer text, do the following:
For on-cloud XTRF, please contact our Help Desk.
For on-premise XTRF:
Go to the XTRF hosting server and follow the /
home-portal/resources/custom-localization/resources/path.Locate the file for the desired language, e.g., custom_en_US.properties for English (US), custom_de.properties for German (DE), etc.
Open the file and locate the key: customerPortal.loginPage.disclaimer.
Edit the string after the equation mark.
Save the file.
Default Settings for New Clients
In this section, you can decide whether you want the new clients to get access to the Client Portal by default.
Landing Card
In this section, you can customize the card that appears at the top of the Client Portal dashboard page.
In the Display Landing Card section, decide whether you want the landing card to appear on the Client Portal.
In the Title field, provide the card’s title.
In the Content field, provide the desired content.
Vendor Portal
In this subsection, you can configure the default settings for the Vendor Portal that will apply to all vendors.
Translation Agency section
In this section, you can set the company name that will appear on the Vendor Portal.
In the Name section, select whether you want to Use company name from license or provide another name that will be displayed on the top menu bar of the Vendor Portal.
In the Portal Name presented to Vendors field, check or change the name that will appear as the browser tab name for Vendor Portal.
Recruitment Contact
In this section, you can specify the person responsible for vendor recruitment.
From the Head Recruiter drop-down list, select a Home Portal user in charge of vendor recruitment.
To use the contact data from this user’s profile, check the Use Head Recruiter’s e-mail address and Use Head Recruiter’s phone number boxes. Otherwise, provide the contact data in the E-mail Address and Phone Number fields.
Recruitment Settings
In this section, you can configure different options and settings available on the Vendor Portal.
In the Cooperation Terms & Conditions section, upload the file with the terms of your contract with vendors. All the vendors will be required to accept those terms before registering on the Vendor Portal.
In the Services section, select which job types will be available as services on the Vendor Portal. By default, all the job types from the Configuration menu > System Values: Advanced > Job Types are added. You can delete the unwanted jobs or click the Clear button and select the desired jobs from the drop-down menu.
In the Areas of expertise section, select which specializations will be available as areas of expertise on the Vendor Portal. By default, all the specializations from the Configuration menu > System Values: Advanced > Specializations are added. Uncheck the unwanted specializations or click the None button and check the desired boxes.
In the Rates section, allow or forbid the vendors to specify the minimum charge on the Vendor Portal.
In the Default currencies section, select the currencies that will be available on the Vendor Portal. By default, all the active currencies from the Configuration menu > System Values: Advanced > Currencies are added.
In the Define currencies for selected countries section, you can link countries with specific currencies. As a result, during the registration process, the currency will be assigned to a vendor based on their billing country.
To define the currencies, click the Add New button and select the desired country and currency from the drop-down lists.
In the Allow vendors to upload any files during the registration process section, you can decide whether you want to add the Upload CV and other relevant documentation section to the registration process. If you select Yes, the Text to be shown field will appear where you can provide a short description.
In the Set default vendor status after registration process section, select the status you want to assign to the newly registered vendors.
Privacy Settings
In this section, you can allow or forbid vendors to leave notes to other vendors. If you select Yes, an additional Notes for Other Vendors field will appear in the Notes section.
Additionally, you can allow vendors to see the project and client names. If you select Yes, this data will appear in the job description on the Vendor Portal.
Note: This feature is optional. To enable it, please, contact our Help Desk or your Regional Growth Manager.
Job Manager settings
In this section, you can configure some settings of the Job Manager space:
Allow vendors to access files after the job is completed or canceled.
Decide who can declare time spent on jobs:
Nobody
In-house vendors
All vendors
Select the Job Types for which the vendors will be allowed to declare the time spent.
Select the Calculation unit for payables based on the time spent.
Invoice settings
In this section, you can decide when the vendors can download your company’s invoices: never or when the invoice gets a specific status.
Vendor Profile Settings
In this section, you can select which changes in the vendor profile should be reviewed and accepted by the head recruiter specified in the Recruitment Contact section above.
Client Groups and Rights
In this subsection, you can manage access to the Client Portal areas for different client groups or specific clients.
Edit the default view or create a new one. To learn how to do that, see the Classic views article.
Use the filters on the left to narrow down your search.
Click on the selected client group line to open it. Click the icon to open it in edit mode.
Click the icon to delete a client group.
Check one or several boxes in the left column and click the icon in the header to open a drop-down menu of applicable actions:
Click the Duplicate button to create one or several client groups with the same settings. If you select one group, you will be directed to the newly created user group page (see the section). If you select several groups, the new user groups will appear on the list marked with numbers.
Add a client group
Click the Add button on the top of the Group Rights table. You will be directed to the Add User Group page.
Provide a Name for the new group.
Check the Access Allowed box to grant the group members access to the Client Portal.
In the table below, decide on the access permission for the new group:
For each Client Portal area listed in the left-hand column, select the actions available for this group:
Browse - allows data filtering.
Display - displays data without searching options.
Add - allows the creation of new items.
Edit - allows editing items.
Delete - allows deleting items.
Click the All button to select all checkboxes in a column.
Click the None button to deselect all checkboxes in a column.
Click the Save button.
Now you can assign clients to this group in the Client profile > Main Data tab > System Accounts tab > Access rights.
Quote Request Form
In this subsection, you can create a separate Quote Request Form outside the Client Portal. This form will be available on a separate page, so you can link it on your company’s site or send the link in an e-mail to potential clients.
From the Reviewer drop-down list, select a Home Portal user to whom the quotes created in this form will be sent. This user will also be assigned as a project manager to those quotes.
From the Client Price List drop-down list, select the price list that will be applied to the new quotes.
From the Calculation Unit drop-down list, select the desired calculation unit for the new quotes.
In the Terms & Conditions section, you can upload a document with the terms of your contract with clients.
In the CSS Styles section, you can specify a CSS class or enter the desired styles.
In the Form Preview section, click the Open Quote Request Form to check how the newly created request form will be displayed for clients and copy the page URL.
Click the Save button.