In this article, we explore user permissions across Smartling functions for the six user roles in the platform. The grid below defines the default permissions with an 'x' of each user role;
- Account Owner
- Project Manager
- Requester
- Content Viewer
- Agency Account Owner
- Translation Resource Manager (TRM)
- Translation Resource (TR)
|
Smartling function |
Account Owner | Project Manager | Requester | Content Viewer | Agency Owner | TRM | TR |
| Global Search | x | x | x | ||||
| Strings View | x | x | from within the Job only | x | x | x | |
| Create a project | x | ||||||
| Clone a project | x | ||||||
| Archive a project | x | x | |||||
| Rename a project | x | x | |||||
| Create a Linguistic Package | x | x | |||||
| Add a language | x | x | |||||
| Delete a language | x | x | |||||
| Upload files | x | x | via Request Translation portal only | ||||
| Update files | x | x | from within the Job only | ||||
| Delete files | x | x | from within the Job only | ||||
| Download translated files | x | x | from within the Job only |
x, |
x, |
x, |
|
| Add file instructions | x | x | x | ||||
| Add string instructions | x | x | x | ||||
| Upload image or video context | x | x | via the Strings View or the "Context Coverage" panel of the Job only | ||||
| Create a Job | x | x | x | ||||
| Authorize content | x | x | only if the permission to "Authorize own jobs" is configured | ||||
| Create Job automation rules | x | x | |||||
| SmartMatch leverage | x | x | |||||
| Edit Job due dates | x | x | x | ||||
| Edit workflow task due dates | x | x | x | x | |||
| Cost estimate for a Job | x | x | x | fuzzy estimate only | fuzzy estimate only | fuzzy estimate only | |
| Download Job estimates | x | x | x | fuzzy estimate only | fuzzy estimate only | fuzzy estimate only | |
| Exclude content from translation | x | x | x | ||||
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x | x | x | x | x | x | |
| Edit Character Limits | x | x | x | ||||
| Reject translations | x, if this setting is enabled for the post-translation or Published step | x, if this setting is enabled for the post-translation or Published step | x, if this setting is enabled for the post-translation or Published step | x, if this setting is enabled for the post-translation or Published step | x, if this setting is enabled for the post-translation or Published step | ||
| Tag content | x | x | x | ||||
| Move content between workflows | x | x | |||||
| Assign content | x | x | x | x | |||
| View content history | x | x | x | x | x | x | x |
| Managing issues | x | x | from within the Job only | x | x | x | |
| Issue Notifications | x | x | x (see here) |
x (see here) |
x (see here) |
||
| Issues Report | x | x | x | x | x | x | |
| Comment on issues | x | x | x | x | x | x | |
| Enter/edit translations | x | x | x | x | x | ||
| Submit content to next step | x | x | x | x | x | ||
| Search and filter content | x | x | access the Strings View from within the Job only | from the Global Search only | x | x | x |
| Manage Style Guide | x | x | |||||
| Manage Glossary | x | x | |||||
| Export Glossary | x | x | x | x | x | ||
| Search Glossary | x | x |
x (CAT Tool: Search the glossary(s) for the current project and language. |
x (CAT Tool: Search the glossary(s) for the current project and language. |
x (CAT Tool: Search the glossary(s) for the current project and language. |
||
| Import Glossary | x | x |
|
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| Add Glossary terms | x | x |
x (Add, edit or import glossary entries with permissions) |
x (Add, edit or import glossary entries with permissions) |
x (Add, edit or import glossary entries with permissions) |
||
| Manage Quality Checks | x | x | |||||
| Manage Linguistic Packages | x | x | |||||
| Manage translation memory and leverage | x | x | |||||
| Add users | x | x, all but Account Owner users | x | x | |||
| Remove users | x | x, but only PM, TR or TRM users | x, but only TR and TRM users | x, but only TR users. If the TR is assigned to workflow steps the TRM doesn't have access to, the user cannot be removed. |
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| Manage workflow assignments for an agency | x |
x (project-level workflows only) |
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| Create and configure a workflow | x |
x (project-level workflows only) |
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| Edit default workflow for a language | x |
x (project-level workflows only) |
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| Manage API keys | x | x | |||||
| Site traffic* | x | x | |||||
| Tracked URLs* | x | x | |||||
| Processed words | x | x | |||||
| Word counts | x | x | x | x | x | ||
| Words under Management | x | x | |||||
| Content velocity | x | x | |||||
| Content changes | x | x | |||||
| Download Job activity report | x | x |
For more information on how to give a user access to a project, read this article.
For information on configurable permissions for linguistic users, read this article.