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To open this page, click on Settings, on the menu bar. It will drive you directly to the Customization page.
According to your login credentials, you won't have access to the same functionalities.
If you are logged as an administrator, here is the page (screen shot below) that you will see, divided into five sections:

  • Look and feels: configure the colors, your logo and the contents of your account.
  • Translation settings: configure from the document formats to the Translation memories.

You can translate multilingual xml files (see: Multilingual Excel files)

  • Translation memories: customize the memories' use and the fuzzy matches.
  • Machine Translation: set your machine translation system and customize the client portal forms.
  • Project and work processes: change the formats and contents of notification emails, synchronize jobs and invoices/quotes statuses, etc.
  • Invoicing: customize invoices: from layout to contents
  • Client portal: customize your client portal (form, use of machine translation, orders...)
  • General settings: configure labels, exchange rates and the Global search tool.
  • Accounts and security: configure access rights, users' logins, etc.
  • Global search: configure the languages, the translation memories used in order to customize your global search.
  • API: enable/disable API access. The API enables you to control and automate almost any aspect of the system. Please contact us if you want to activate this functionality.

Every functionality is explained in details. Click on Configure if you want to make any changes.

Customize access rights

Whenever you create a login for someone, you attribute a user profile such as "Manager", "External client", "Internal user"... (see: People and logins).
To customize the different user profiles of your company:

  • Click on Settings. You are redirected to the Customization page.
  • In the sub-menu called Accounts and Security and then Access rights, click on


  • You will see a page with all the different profiles that can be given to the different users.

  • Choose the user profile you want to change and click on Select:

  • Click on Edit to change the settings:

You can only have access to this feature if you are logged in as the Administrator.
Don't worry, all the different features are explained!

Custom fields

You can define the column(s) that compose a Translation Memory or a Terminology database that you wish to import. These custom fields are going to be attached to each individual segment in the translation editor so you may want to add fields in your resource in order to categorize segments or specify translation or usage constraints.

Before you can view, edit or filter your fields, you first need to tell the system the ones you require.

  • Let's text a concrete example: You have a gaming website translated in different languages and from this website, you have created a Terminology database, in the Excel format, with a column that says where the different words, expressions, sentences are to be found in the website (for eg: "to play" is in the Home page).
  • First, you need to create these specific custom fields in Wordbee:
  • Go to Settings -Custom fields and click on Configure.

  • You reach this page in which you have to click on Add to edit a new custom field.

  • Let's call the field "Location web". In type of fields, there are four different choices: Text field, Pick list, custom fields allowed and Hyperlink. Here, we select Pick list and below, in Pick list options, we write down all the possibilities (to be found either in home page, page1 or page 2).

Special attention should be given to access rights:

You can define, individually per field, whether internal and external users can see the field or edit the field.

In addition, accessibility can be set for individual users. For example you might have a group of internal users who cannot edit custom fields and others who can. To customize user specific rights please go to "Settings" and then "Access rights". Choose a user profile and tick/untick the boxes related to custom fields.

  • You then click on Ok, and you go back to the previous page in which you can see the custom field named "Location web" that you have added, among others.

  • Now that this has been done, you can import the terminology database you need. After having selected the type of Resource, the source and target languages and imported the actual terminology database, you reach this page:

  • In Choose columns, you can see the field you have added in Settings and you can therefore click on the arrow next to None and choose in which column of the Terminology database there is to be found this information (Column A = 1, Column B = 2, etc).

  • To edit a segment's properties when you are in the Translation editor, click on the "pencil" icon at the left of the source segment, in the source language panel (example different from first part of this page. Here, you have several custom fields named Pronunciation, Acronym, English usage, Definition and finally, Category. It enables you to fully grasp the importance of the custom fields):

Or, use the pencil icon for search results in the Translation Finder panel:

Finally, to quickly view all properties use the Info icon .

Finally, the "Filter" button in the editor lets you search segments according to their custom fields.

Translation Resource Management

  • To edit the parameters of "Reuse enabled" and "Copy contents to master memory"
  • (Defining resources ), follow these steps:
  • Click on Settings on the menu bar to reach the Customization page.
  • In Translation memories, click on Configure for Translation memory reuse and consolidation.


You reach this page:

  • In Reuse of translation is explained everything you need to know about the Reuse of project memories ("reuse enabled") and in Project memory consolidation, you'll find out about Master Memories (Big translation memories containing several translation memories). In Include in Global Search, you can specify which resources should be included or not in the global search.
  • Click on Edit at the top right of the page to make any changes.
  • Don't hesitate to click on info. It will give you all the information you need. Every feature is explained in the last column of the page.
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