Adding Organizations

To add a new organization:

  1. Open the Project Director Administration dashboard and click Organizations folder.

    The Organizations page appears.

  2. Click Add Organization.

    The New Organization Wizard appears.

  3. Enter the following organization information in the appropriate fields:

    Option

    Description

    Organization Name

    Name of the organization.

    Currency Code

    The currency code the organization operates in is useful when calculating the cost of a job.

    Parent Organization

    (Optional) This entry is required only if the organization is part of another parent company or organization.
  4. Click Next.

    The Translation Memory profiles step appears.

  5. Filter TMs based on Name, Language Direction and Assigned or Non-Assigned.
  6. Select the Translation Memory profile(s) for this organization.
  7. Click Next. Refer to Adding Translation Memory Profiles.

    The Workflow Definitions step appears.

  8. Select the Workflow Definition(s) for this organization.
  9. Click Next. Refer to Adding Workflows.

    The Delivery Profiles step appears.

  10. Select the Delivery profile(s) for this organization. Refer to Managing Delivery Profiles.
  11. Click Next.

    The TRP step appears.

  12. Enter the TRP URL and Administrator login details. For example, https://tdc.translations.com/TRP/xmlrpc.
  13. Click Finish.

    The new organization appears in the Organizations page.

Parent topic: Managing Organizations