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 | ||||
| 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, docx |
x, docx |
x, docx |
|
| 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 | exclude Strings only | ||||
| 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 | ||||
| Cost estimate for a Job | x | x | x | x | x | x | |
| Download Job estimates | x | x | x | x | |||
| Exclude content from translation | x | x | x | x | x | ||
|
|
x | x | x | from within the CAT Tool | from within the CAT Tool | from within the CAT Tool | |
| Edit Character Limits | x | x | x | from within the CAT Tool | from within the CAT Tool | from within the CAT Tool | |
| Reject translations | x | x | x, Editor | ||||
| 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 | |||
| Search Glossary | x | x |
x (on the dashboard with permissions) |
x (CAT Tool) |
x (CAT Tool) |
||
| Import Glossary | x | x | |||||
| Add Glossary terms | x | x |
x |
x |
x |
||
| 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 | ||||
| Manage workflow assignments for an agency | x |
x (project-level workflows only) |
|||||
| Create and configure a workflow | x |
x (project-level workflows only) |
|||||
| Edit default workflow for a language | x |
x (project-level workflows only) |
|||||
| Manage API keys | x | x | |||||
| Site traffic* | x | x | |||||
| Tracked URLs* | x | x | |||||
| Processed words | x | x | |||||
| Word counts | 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.