User & Resource Management

User Permissions

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 of each user role;

  1. Account Owner
  2. Project Manager
  3. Requester
  4. Agency Account Owner 
  5. Translation Resource Manager (TRM)
  6. Translation Resource (TR)

Smartling function 

Account Owner Project Manager Requester Agency Owner TRM TR
Global Search x x        
Strings View x x from within the Job only      
Create a project x          
Clone a project x 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
pptx
xlsx
idml

 x,

docx
pptx
xlsx
idml

 x,

docx
pptx
xlsx
idml

Add file instructions x x x      
Add string instructions x x x      
Upload image context x x via the Strings View 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 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      

Add/Download Job Attachments

 

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 x x  
Move content between workflows x x        
Assign content x x   x x  
View content history 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 from within the Job only      
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 x x x
Manage Style Guide x x        
Manage Glossary x x        
Export Glossary x x   x x  
Search Glossary x x   x x x
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  
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        
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.

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