User & Resource Management

Configurable Permissions for Agencies and Linguists

Account Owners and Project Managers can invite new linguistic users to the account, and configure access to Linguistic Assets and Issues Report for Agency Account Owners (AAO), Translation Resource Managers (TRM), and Translation Resources (TR) from the Permissions tab in the User's Detail page.

If you are working with a Language Service Provider/Vendor, it is recommended that you grant your Agency Account Owners access to an added permission, and then have them grant the same access to their Translation Resources.

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Types of Permissions

There are five types of permissions:

  • Glossary: For the management of glossaries and glossary content.
  • Issues Report: For Issue management. Note, this permission is granted to all users by default.
  • Leverage: For the management of leverage configurations.
  • Style Guide: For the management of Style Guides.
  • Translation Memory: For the management of Translation Memories and content in a TM.

Skip ahead to learn more about permission details.

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"Jobs" permissions have no impact on Agencies or Linguistic users and should be ignored.

Although it is listed in the dropdown, the Issues Report permission is granted to all users by default, so you do not have to add this permission.

Add Permissions for Translation Users

To Add Permission from the permission types listed above:

  1. Go to Account Settings > Team.
    • For Translation Resource or Translation Resource Manager users, go to People and click a translation user tile, and click the Permissions tab.
    • For Agency Account Owner users, go to Agencies, click the Permissions tab, choose the Agency Account Owner user from the Permissions dropdown
  2. Click Add Permission.
  3. From the dialog, choose a permission type from the list, e.g. Glossary
  4. [Optional] Choose the assets/projects the user should have added permissions to, e.g. Glossary name (skip to select all assets)
  5. Choose permissions from the Available Permissions section to grant to a user by using the checkboxes.
  6. Click Add.

The permission will be added to the User's Permission page.

If you decide not to choose any assets/projects from the list, you will have given the user permission for all the assets/projects in the list for the permissions type.

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Remove Permissions

To Remove Permissions from a user:

  1. Go to Account Settings > Team.
    • For Translation Resource or Translation Resource Manager users, go to People and click a translation user tile, and click the Permissions tab.
    • For Agency Account Owner users, go to Agencies, click the Permissions tab, choose the Agency Account Owner user from the Permissions dropdown
  2. On the Permissions page, select the checkbox next to the permission you wish to remove. Use the checkbox at the top left of the table to select all permissions.
  3. Click Remove Permission.

This will remove all the permissions listed from the permission type.

If there is more than one permission listed in the permission type, you cannot remove some permissions listed. You will have to re-add desired permissions for that type.

Permission Details

Glossary Permissions

  • Create and Edit Terms: Add/Edit/Remove terms in an existing Glossary and Blocklist via the dashboard (under Assets), or via the CAT Tool by highlighting any term in the source or target and click Add Glossary Term from the shortcuts bar. With this permission, users have access to the Glossary on the dashboard (under the Assets dropdown). From here, they can view any New Glossary entry images.
  • Export Glossary: Export a Glossary from the Smartling dashboard to an Excel, CSV, or TBX file.
  • Update existing Glossary from file: Import a file to bulk-update an existing Glossary (Export Glossary should be permitted alongside this permission).

Leverage Permissions

  • Edit Leverage: Edit all the details of a leverage configuration, including the name, reordering leverage priority, adding a leverage source to the configuration, and removing the leverage source from the configuration. The languages and penalty can be edited by removing the existing leverage source and re-adding it.
  • Edit Leverage source: Edit the details of each leverage entry, including SmartMatch Settings and Penalty.

Style Guide Permissions

  • Edit Style Guide content: Edit all the details of the permitted Style Guide.

Translation Memory Permissions

  • Export a Translation Memory: Export a TM to a TMX file.
  • Edit translations: Edit the translation content of a TM.
  • Browse a Translation Memory: Search and filter the source and translation content of a TM, as well as the activity of a Translation Unit.
  • Import translations: Import a TMX file into an existing TM.
  • Delete strings: Delete content from a TM.
  • Move strings: Move content to a new TM (if the user has access to another TM).

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