User & Resource Management

Assign Linguists to a Workflow Step

Adding a user to Smartling and assigning them to a workflow step allows them to access the content available in that step. This will be useful for you to ensure that your Translators, Editors, Reviewers, or other team members have the appropriate access to content they are responsible for within your account. 

There are two places in Smartling where you need to add users to workflow steps:

  1. STEP ONE: Add Workflow Assignment on the User Profile
  2. STEP TWO: Select the User on the Workflow Step

If you are an Agency Account Owner user, follow the steps in Add or Remove Linguists.

STEP ONE: Add Workflow Assignment on the User Profile

  1. Do one of the following: 
    • In the New Experience;
      • Go to Account Settings > Team > People to assign a freelance linguist (Translation Resource user) to a workflow step
      • Go to Account SettingsTeam > Agencies to assign an agency to a workflow step, provided that you have already added an Agency.
    • In the Classic Experience, go to Team > People.
      • Go to Team > Agencies to assign an agency to a workflow step, provided that you have already added an Agency.
  2. Select the resource whose access you would like to edit by clicking on their profile tile.
    • You will only see those who are available to work in the step. A user is considered available if they have been invited to the project, and they have activated their account to translate the selected language.
  3. Click Add Assignment.
  4. Select the languages, workflow, and step you would like to have this user access.
  5. Click Add Assignment.
  6. Click Save Changes.

STEP TWO: Select the User on the Workflow Step

  1. In a project, click the gear icon and select Project Settings
  2. Click Workflows.
  3. Next to the step that you would like to add the user to, click the down arrow and select Manage People
  4. Select the appropriate target language and user.

See User Permissions for more information.

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