From 9f7e6f973cd0ea00026355e057423234a1da84c5 Mon Sep 17 00:00:00 2001 From: vitalii-bezuhlyi Date: Thu, 27 Jun 2024 10:48:29 +0300 Subject: [PATCH] Changed categories --- Apps.XtrfCustomerPortal/Application.cs | 3 +- README.md | 54 +++++++++++++------------- 2 files changed, 29 insertions(+), 28 deletions(-) diff --git a/Apps.XtrfCustomerPortal/Application.cs b/Apps.XtrfCustomerPortal/Application.cs index 39b55ea..c031a5d 100644 --- a/Apps.XtrfCustomerPortal/Application.cs +++ b/Apps.XtrfCustomerPortal/Application.cs @@ -22,7 +22,8 @@ public IEnumerable Categories { return new[] { - ApplicationCategory.TranslationBusinessManagement + ApplicationCategory.LspPortal, + ApplicationCategory.CatAndTms }; } set { } diff --git a/README.md b/README.md index 3503bdd..dfe0bd4 100644 --- a/README.md +++ b/README.md @@ -1,41 +1,41 @@ -# Blackbird.io XTRF Customer portal +# Blackbird.io XTRF Customer Portal -Blackbird is the new automation backbone for the language technology industry. Blackbird provides enterprise-scale automation and orchestration with a simple no-code/low-code platform. Blackbird enables ambitious organizations to identify, vet and automate as many processes as possible. Not just localization workflows, but any business and IT process. This repository represents an application that is deployable on Blackbird and usable inside the workflow editor. +Blackbird is the new automation backbone for the language technology industry. Blackbird provides enterprise-scale automation and orchestration with a simple no-code/low-code platform. Blackbird enables ambitious organizations to identify, vet, and automate as many processes as possible. Not just localization workflows, but any business and IT process. This repository represents an application that is deployable on Blackbird and usable inside the workflow editor. ## Introduction -The Client Portal allows your clients to submit a job or quote request 24/7, rather than waiting for your office hours. After all, when it comes to quoting, speed is the name of the game. You can choose to respond with an automated quote, or keep the quoting process manual. +The Client Portal allows your clients to submit a job or quote request 24/7, rather than waiting for your office hours. After all, when it comes to quoting, speed is the name of the game. You can choose to respond with an automated quote or keep the quoting process manual. -## Before setting up +## Before Setting Up -Before you can connect you need to make sure that: +Before you can connect, you need to make sure that: -- You have a XTRF account -- You have a XTRF client, based on which you can successfully log in to the XTRF Customer portal -- You have `Username` and `Password` for the XTRF client -- You have the `Host` for the XTRF Customer portal. E.g. `organization.xtrf.eu`, this is the domain you use to log in to the XTRF Customer portal. +- You have an XTRF account. +- You have an XTRF client, based on which you can successfully log in to the XTRF Customer Portal. +- You have a `Username` and `Password` for the XTRF client. +- You have the `Host` for the XTRF Customer Portal. E.g., `organization.xtrf.eu`, this is the domain you use to log in to the XTRF Customer Portal. -Typically URL for the XTRF Customer portal is `https://[your-xtrf-host.com]/customers`. Note that for XTRF Customer portal you are using the same host as for the common XTRF system, the only difference is the path. +Typically, the URL for the XTRF Customer Portal is `https://[your-xtrf-host.com]/customers`. Note that for the XTRF Customer Portal you are using the same host as for the common XTRF system; the only difference is the path. -## Setting up the XTRF client for the XTRF Customer portal +## Setting Up the XTRF Client for the XTRF Customer Portal 1. Create a new client in XTRF or use an existing one. -2. Go in the 'Main data' tab and select the 'System Accounts' tab. +2. Go to the 'Main Data' tab and select the 'System Accounts' tab. 3. Modify 'Access Rights' to set it to `Active`. 4. Mark the 'Client Portal Access Allowed' checkbox. -5. Set the password for the client by clicking on the 'Send Welcove E-mail' or 'Send Password Reset E-mail' button. This will send an email to the client with steps to set the password. -6. You can also use 'Sign in as this Partner' to log in and validate the client's access to the XTRF Customer portal. +5. Set the password for the client by clicking on the 'Send Welcome E-mail' or 'Send Password Reset E-mail' button. This will send an email to the client with steps to set the password. +6. You can also use 'Sign in as this Partner' to log in and validate the client's access to the XTRF Customer Portal. ![setup](/image/README/setup.png) ## Connecting -1. Navigate to Apps, and identify the **XTRF Customer portal** app. You can use search to find it. +1. Navigate to Apps, and identify the **XTRF Customer Portal** app. You can use search to find it. 2. Click _Add Connection_. -3. Name your connection for future reference e.g. 'My Organization connection'. -4. Fill in the `Host`, `Username` and `Password` fields. +3. Name your connection for future reference, e.g., 'My Organization Connection'. +4. Fill in the `Host`, `Username`, and `Password` fields. 5. Click _Connect_. 6. Make sure that the connection is successfully established. @@ -45,22 +45,22 @@ Typically URL for the XTRF Customer portal is `https://[your-xtrf-host.com]/cust ### Invoice -- **Search invoices** - Search invoices based on the provided criteria -- **Get invoice** - Get a specific invoice by ID -- **Download invoice** - Download a specific invoice as a PDF +- **Search invoices** - Search invoices based on the provided criteria. +- **Get invoice** - Get a specific invoice by ID. +- **Download invoice** - Download a specific invoice as a PDF. ### Project -- **Search projects** - Search projects based on search criteria -- **Get project** - Get project based on project ID -- **Create project** - Create a new project -- **Download project files** - Download project translation files +- **Search projects** - Search projects based on search criteria. +- **Get project** - Get a project based on project ID. +- **Create project** - Create a new project. +- **Download project files** - Download project translation files. ### Quote -- **Search quotes** - Search quotes based on the provided criteria -- **Get quote** - Get a specific quote by Quote ID -- **Create quote** - Create a new quote based on the provided data +- **Search quotes** - Search quotes based on the provided criteria. +- **Get quote** - Get a specific quote by Quote ID. +- **Create quote** - Create a new quote based on the provided data. ## Feedback