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Switch between Agency and Interpreter view
If you both run an agency and interpret in the field, toggle between your two dashboards from the sidebar.
Some people are dual-role, for example, an agency owner who also takes interpreting jobs. If that is you, OneTerp gives you both an Agency view and an Interpreter view, and you can switch between them anytime.
Step by step
- 1When you first set up your account as an Owner, tick "I also interpret in the field", then under "Field Payment Type" choose "Contractor (1099)" or "Staff / W-2 (Employee)".
- 2Once you have both roles, look near the top of the sidebar for the switch labelled "Agency View" or "Interpreter View", whichever you are in now.
- 3Toggle to Agency view to manage scheduling, dispatch, billing, and your roster.
- 4Toggle to Interpreter view. You land on the page at the top of your interpreter sidebar, which is your Home page unless you've dragged another page up there. Home's Up next lists your jobs, offers and closeouts, and the sidebar takes you to My Assignments, Closeouts, Availability and Agencies.
- 5Your choice is remembered, so you return to the same view next time you sign in.
Tips
- The switcher only appears for people who both interpret and have agency access. Everyone else sees just their one dashboard.
- An interpreter whose only agency access is viewing the schedule gets no switcher. They stay in Interpreter view with a "Dispatch" row in the sidebar instead. See the article on viewing your agency's schedule.
- Each view has its own sidebar items, so switching changes the whole navigation, not just the page you are on.
- Your interpreting work for your own agency is set up just like any other interpreter on your roster.
Related articles
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