This article lists the default permissions for each of the seven user roles in Smartling. Account Owners can change some of these defaults. See Configurable Permissions for Requesters and Configurable Permissions for Agency Account Owners, TRMs & TRs.

Roles at a glance

Account Owner (AO): Has every permission, including creating, cloning, and archiving projects.
Project Manager (PM): Has nearly every permission within a project. Cannot create or clone projects, and can add or remove only certain users.
Requester: Creates and manages their own jobs and content.
Content Viewer: Can search content and view content history only.
Agency Account Owner (AAO): Manages translators registered under their agency and works on translation jobs.
Translation Resource Manager (TRM): Assigns content and users, and works on translation jobs.
Translation Resource (TR): Linguist who works on a translation job.

How to read the tables

Yes means the role has the permission. No means it does not. Any other text describes a limit on the permission, and notes below each table give more detail. AO is Account Owner, PM is Project Manager, AAO is Agency Account Owner, TRM is Translation Resource Manager, and TR is Translation Resource.

Projects and languages

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Create a project	Yes	No	No	No	No	No	No
Clone a project	Yes	No	No	No	No	No	No
Archive a project	Yes	Yes	No	No	No	No	No
Rename a project	Yes	Yes	No	No	No	No	No
Add a language	Yes	Yes	No	No	No	No	No
Delete a language	Yes	Yes	No	No	No	No	No
Create a Linguistic Package	Yes	Yes	No	No	No	No	No
Manage Linguistic Packages	Yes	Yes	No	No	No	No	No
Manage API keys	Yes	Yes	No	No	No	No	No

Searching and viewing content

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Global Search	Yes	Yes	No	Yes	No	No	No
Strings View	Yes	Yes	Within a job only	No	Yes	Yes	Yes
Search and filter content	Yes	Yes	Within a job only	Global Search only	Yes	Yes	Yes
View content history	Yes	Yes	Yes	Yes	Yes	Yes	Yes

Notes: For Requesters, Strings View and search are available from within a job only. Content Viewers can search content from Global Search only.

Files and content

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Upload files	Yes	Yes	Request Translation portal only	No	No	No	No
Update files	Yes	Yes	Within a job only	No	No	No	No
Delete files	Yes	Yes	Within a job only	No	No	No	No
Download translated files	Yes	Yes	Within a job only	No	Selected formats only	Selected formats only	Selected formats only
Add file instructions	Yes	Yes	Yes	No	No	No	No
Add string instructions	Yes	Yes	Yes	No	No	No	No
Upload image or video context	Yes	Yes	Within a job only	No	No	No	No
Exclude content from translation	Yes	Yes	Yes	No	No	No	No
Edit Character Limits	Yes	Yes	Yes	No	No	No	No
Tag content	Yes	Yes	Yes	No	No	No	No
Move content between workflows	Yes	Yes	No	No	No	No	No
Assign content	Yes	Yes	No	No	Yes	Yes	No

Notes: For Requesters, image and video context can be uploaded from the Strings View or the Context Coverage panel of the job only.

Jobs

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Create a job	Yes	Yes	Yes	No	No	No	No
Authorize content	Yes	Yes	Only with Authorize own jobs	No	No	No	No
Create job automation rules	Yes	Yes	No	No	No	No	No
SmartMatch leverage	Yes	Yes	No	No	No	No	No
Edit job due dates	Yes	Yes	Yes	No	No	No	No
Edit workflow task due dates	Yes	Yes	No	No	Yes	Yes	No
Cost estimate for a job	Yes	Yes	Yes	No	Fuzzy estimate only	Fuzzy estimate only	Fuzzy estimate only
Download job estimates	Yes	Yes	Yes	No	Fuzzy estimate only	Fuzzy estimate only	Fuzzy estimate only
Add/Download job attachments	Yes	Yes	Yes	No	Yes	Yes	Yes
Download job activity report	Yes	Yes	No	No	No	No	No

Notes: Requesters can authorize content only if the permission "Authorize own jobs" is configured.

Translation and issues

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Enter/edit translations	Yes	Yes	No	No	Yes	Yes	Yes
Submit content to next step	Yes	Yes	No	No	Yes	Yes	Yes
Reject translations	If enabled for the step	If enabled for the step	No	No	If enabled for the step	If enabled for the step	If enabled for the step
Managing issues	Yes	Yes	Within a job only	No	Yes	Yes	Yes
Issue Notifications	Yes	Yes	No	No	Yes	Yes	Yes
Issues Report	Yes	Yes	Yes	No	Yes	Yes	Yes
Comment on issues	Yes	Yes	Yes	No	Yes	Yes	Yes

Notes: Reject translations is available only if the setting is enabled for the post-translation or Published step. For Requesters, managing issues is available from within a job only.

Glossary, style guide, and quality

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Manage Style Guide	Yes	Yes	No	No	No	No	No
Manage Glossary	Yes	Yes	No	No	No	No	No
Import Glossary	Yes	Yes	No	No	No	No	No
Export Glossary	Yes	Yes	No	No	Yes	Yes	Yes
Search Glossary	Yes	Yes	No	No	Yes	Yes	Yes
Add Glossary terms	Yes	Yes	No	No	Only with glossary permission	Only with glossary permission	Only with glossary permission
Manage Quality Checks	Yes	Yes	No	No	No	No	No
Manage translation memory and leverage	Yes	Yes	No	No	No	No	No

Notes: In the CAT Tool, Agency Account Owners, TRMs, and TRs search the glossaries for the current project and language. In Assets > Glossaries, they search all glossaries and languages. Adding, editing, and importing glossary entries for these roles depends on the permissions configured for them.

Users and workflows

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Add users	Yes	All except Account Owners	No	No	Yes	Yes	No
Remove users	Yes	TR, TRM, and some PM users	No	No	TR and TRM users in their agency	TR users only	No
Manage workflow assignments for an agency	Yes	Project-level workflows only	No	No	No	No	No
Create and configure a workflow	Yes	Project-level workflows only	No	No	No	No	No
Edit default workflow for a language	Yes	Project-level workflows only	No	No	No	No	No

Notes: Project Managers can remove only TR and TRM users, and PM users who do not have access to any additional projects. Agency Account Owners can remove only TR and TRM users registered under their agency. TRMs can remove only TR users, and cannot remove a TR who is assigned to workflow steps the TRM does not have access to.

Reports

Function	AO	PM	Requester	Content Viewer	AAO	TRM	TR
Site traffic	Yes	Yes	No	No	No	No	No
Tracked URLs	Yes	Yes	No	No	No	No	No
Processed words	Yes	Yes	No	No	No	No	No
Word counts	Yes	Yes	No	No	Yes	Yes	Yes
Words under Management	Yes	Yes	No	No	No	No	No
Content velocity	Yes	Yes	No	No	No	No	No
Content changes	Yes	Yes	No	No	No	No	No

Default User Permissions