Getting Started with Smartling

Understanding User Roles in Smartling

Smartling offers six user roles with different user permissions:

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

* most common 

Account Owner 

aka AO's

This role has the highest level of permissions. The Account Owner is usually the Head of Localization or Localization Manager in an organization. They will typically manage the translation process from content capture to delivery, including all account and project setting administration, as well as user management of all users across all projects under the account.

Project Manager

aka PM's

This role has the second-highest level of permissions. The Project Manager could also be. Localization Manager or Content Owner in an organization. They manage the translation process from content capture to delivery within certain projects, including project settings and project user management. The Project Manager user needs to be given access to specific projects by the Account Owner to be able to see and modify anything in that project. Project Managers can add any other user role (except Account Owner users) to the same projects that have access to.

Both Account Owner and Project Manager users play a key role in an organization's localization process.

Requester

This role can upload files and request translations in any of the languages available in the project that they have been given access to. The Requester is typically a Content Writer, focused on getting their content translated with minimal input into the organization’s localization process.

The Jobs that Requesters create will be Awaiting Authorization until an Account Owner or Project Manager authorizes the Job for translation. Requesters can then monitor Jobs after they have been authorized, using a limited view of the Smartling dashboard. Requesters cannot see any other Jobs on their dashboard. To add Requesters, the Requester Portal feature must be enabled for your account. Contact your Smartling Customer Success Manager or Account Manager for more information.

Agency Account Owner 

aka AAO's

An Agency Account Owner manages content and resources they are given access to under their Agency. The Agency Account Owner is typically a Localization Project Manager within a Translation Agency or LSP. They can monitor and manage their resources tasks under all accounts under their Jobs Dashboard.

Account Owners or Project Managers from their client's account may give them permission to view and manage assets, such as Glossaries, Style Guides, Translation Memories and Leverage Configurations. Agency Account Owner can also be given access to the Issue Report, to assist and participate in any Issues on Jobs they have access to.

Translation Resource Manager

aka TRM's

A Translation Resource Manager is similar to an Agency Account Owner in that they can assign Translation Resources to workflow steps and languages to which they themselves have access. They can also monitor and manage their resources tasks under all accounts under their Jobs Dashboard.

However, unlike Agency Account Owners, Translation Resource Managers can also participate in the translation workflow for an organization. Translation Resource Managers could be considered Lead Linguists within a team of translators in that they can assign content to other team members (Translation Resources) as well as completing translation tasks themselves.

A Translation Resource Manager may be part of the organization's Localization team (internal) or a Translation Agency (external). Agency Translation Resource Managers can only manage translation resources from their agency.

Translation Resource

aka TR's

A Translation Resource user in Smartling is a linguist, who may translate, edit, or review content. They complete the translation tasks in a workflow for an organization. Translation Resources could be professional linguists as part of an Agency or Freelance (external), or a fluent/native speaker within an organization (internal).

A TR only has visibility into workflow steps and languages they have been assigned to. TR's are assigned to workflow steps and languages by AO's, PM's, AAO's, or TRM's once they have added them to an account or agency.

When revising content, it will be categorized as either "Edit" work or "Review" work, depending on how the workflow step is configured by the AO or PM. Workflow configuration also determines if the content may be available to all TR's without assignment, or if the content requires assignment to specific TR's, or be available for claiming (self-assignment) by TR's.

To explore each user's permissions, read our User Permission documentation.

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