An Account Owner and Project Manager can give other users on the team more than one user role. For example, if you have a Project Manager on your team who is also an internal reviewer of your translations, they can be given an additional Translation Resource user role.
Note: Only the Account Owner or Project Manager users in the account can grant a user an additional role. However, it's important to note that no user has the capability to grant themselves an additional role.
"Content Owners", including Account Owners, Project Managers, Requesters and Content Viewers can receive an additional "Translation" user role:
- Select "Translation Resource Manager" if the user needs to assign tasks to others and work on translations themselves.
- Choose "Translation Resource" if they should solely focus on translating, editing, or reviewing translations.
"Requester" and "Content Viewer" users can be given an additional Account Owner role.
A "Translation Resource" or "Translation Resource Manager" user can be given an Account Owner, Project Manager, Requester or Content Viewer user role. This only applies to users who are not registered with a translation agency in Smartling.
Info: If a "Translation Resource" or "Translation Resource Manager" user is registered under a translation agency, no additional user role can be granted.
For more information on user role permissions, read our documentation on User Permissions.
How to Give a User an Additional User Role
Before completing the steps below, please contact your Customer Success Manager or Smartling Support to enable this feature. Please provide the email address of the user to whom you would like to assign an additional role.
- In Smartling, go to Team > Users
- Click the tile of the user you want to give two roles to
- Click Manage Roles
- Click Add on the supported additional role
- If the user role is in black, it means the user already has that role.
- You can manage the user's permissions and assignments by clicking the role
- Proceed to give the user applicable permissions and workflow assignments for their new additional role.
How to Remove a Secondary User Role
To remove an additional user role, delete all workflow assignments or project permissions from the role you want to remove:
- In Smartling, go to Team > Users
- Click the tile of the user whose secondary user role you want to remove
- Click Manage Roles and click on the role you want to remove
- Remove all projects (for Project Manager or Requester user roles) or all workflow assignments (for Translation Resource or Translation Resource Manager users)
How to Switch User Roles
If you have been given more than one user role in Smartling, this is how you can switch between each of your roles:
- Click the dropdown under your name
- Select the role you would like to switch to
- Your dashboard will automatically switch the Jobs Dashboard the of the selected role
Notification Settings for Users with Two Roles
Users with dual roles have the ability to receive email notifications specific to both roles. To manage your settings, go to Notification Settings by clicking your name in the upper-right corner. You will see the relevant Notification options for the active role.
Some notifications are available for multiple user roles:
These notifications cannot be managed separately across user roles.
For example, if you have both Project Manager and Translation Resource roles, you will see the option to configure "Translation issue opened" notifications when you are actively using either role. If you disable this preference while you are working as a Project Manager, it will also be disabled when you switch to your Translation Resource role and vice versa.