User & Resource Management

Configurable Permissions for Requesters

Account Owners and Project Managers can invite Requester users to the account, and configure access to Linguistic Assets and Jobs from the Permissions tab in the User's Detail page.

When inviting a Requester user to the account, the Account Owner or Project Manager must grant the Requester access to selected Projects.  

By default, Requesters can:

  • Only create Jobs in Projects that they are assigned to
  • Only see Jobs that they have created
  • Only submit Jobs for authorization by an Account Owner or Project Manager

For a step-by-step guide on the default Requester user role, read The Requester User Guide.

Use Cases for Jobs Permissions

It's possible that you could have a team of users working together on a localization task, in a designated Project, that may not require access to the Smartling Account and Project Settings. However, there are some occasions where they need to access Jobs created by someone other than themselves.

It's possible that this team of users could also require the ability to create and authorize their own Jobs, so that input from an Account Owner or Project Manager is not required.

It's also possible that you have integrated Smartling via any Connector, so Job creation is mostly automated. However, there could be some occasions where you need a user to access the Jobs automatically created by an integration, but have restricted access to the Smartling Account and Project Settings.

If any of the above ring true, granted Requesters Permissions will help achieve those requirements.

Viewing Permissions

Account Owner and Project Managers can view the Requester's permissions:

  1. Go to Account Settings > Team.
  2. Go to People and click the Requester's user tile

If there are no specific permission set for the user, the user is set to default permissions.

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For a breakdown of each user's default permissions, read User Permissions.

Types of Permissions

There are six types of permissions, only one applies to the Requester user role:

  • Jobs: For Job management.

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Other Permission types have no impact on the Requester and should be ignored.

Permission Details

Jobs Permissions

  • Authorize own jobs: Create and Authorize Jobs and not have to wait until an Account Owner or Project Manager Authorizes the Job.
  • View all jobs: View and manage all Jobs in a Project, even if the Job was created by another user on the account.

Add Permissions for Requesters

To Add Permission from the permission types listed above:

  1. Go to Account Settings > Team.
  2. Go to People and click the Requester's user tile, and click the Permissions tab.
  3. Click Add Permission.
  4. From the dialog, choose Jobs
  5. [Optional] Choose the projects the user should have added permissions to, e.g. Docs Files Project.
    • Alternatively, leave blank to select all projects.
  6. Choose permissions from the Available Permissions section to grant to a user by using the checkboxes.
  7. 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.
  2. Go to People and click the Requester's user tile, and click the Permissions tab.
  3. 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.
  4. 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.

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