Setting up TMS to work with your vendors

This is how you can set up the TMS environment for your translation vendors based on the XTM example.

Make sure you have migrated all TMs and TBs to your new TMS. List all vendors who are willing to work in the TMS and sign all the necessary agreements with them.
Follow these steps to ensure that your vendors are integrated in the TMS.
  1. Create an account for your vendor.
    1. For translator/reviewer, choose the Linguist role and assign relevant workflows (e.g. Translate, Correct).
    2. For LSP, use the Subcontracting feature.
  2. Ask you vendor to go through the setting up process. It includes computer activation (for all users) and setting up a connection (for LSPs).
    You will receive a notification that this process was successful.
  3. Complete your vendor's language pairs, billing details and rates.
  4. Optionally: Assign a relevant number of licences to your vendor.
  5. Create a test project for your vendor. LSPs should set up accounts for their PMs and linguists and check workflows.
    The vendor confirms to be ready to work in the TMS.
  6. Send all training materials to your vendor, such as user manuals and checklist (if any).
  7. Create a real project in the TMS, assign it to your vendor, and start working.
    Note: LSPs can decide to buy their own licences, use free accounts, or combine both options.