The Team dashboard provides a comprehensive overview of active and invited users in your Smartling team, as well as their roles and permissions.
It allows you to search for and manage individual user accounts, or take bulk actions.
Tip: Join our Smartling Community for a video walk-through.
Accessing the Team dashboard
- Log into your Smartling account as an Agency Owner or Translation Resource Manager.
- From the Projects dropdown, click into one of the projects you have access to.
Example:
- From the top navigation bar, click into the Team tab.
- From the dropdown menu, select the menu item Users.
Navigating the Team dashboard
From the Team dashboard, you can access the following tabs:
- Users: This is a list of all active users in your team who have completed the registration process.
- Invites: This is a list of all invited users, i.e. users who were added to your team, but have not yet clicked on the activation link in the invitation email and completed the registration process.
Users
From the Users tab, you can view and manage all active users in your Smartling team. The list displays the following information:
- Total number of active users
- Username: This is the username entered directly by the user during their registration process.
- Agency affiliation (if any): For users registered with an agency, the agency name is displayed below the username.
- Role: User role(s) assigned to the user.
- Email: This is the primary email address registered for this user, which is used to log into Smartling.
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Last Login: Time and date of the user's last login, displayed in your local time zone.
- If no date is displayed, the user has not logged in.
- Workflow Locale Pairs: This column displays all locale pairs that the user has been given access to, for at least one of your client's workflows.
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Actions:
- Remove: Remove individual users from your Smartling team (see below for bulk actions). This action will permanently remove the user from your Smartling team. All user roles that the user currently has within your team will be removed.
- Remove Roles: This action removes a user's role and workflow assignments, but does not remove their details from your Smartling account. The user's account remains available in the Users list and can be reused at a later point. See below for information on bulk actions.
Filters
The filters on the left side allow you to search for specific users within your team.
Name
Filter by a specific username or by the user's primary email address (i.e. the email address used to log into the Smartling account).
User Role
Filter by the user's level of access, as well as their locale pairs and workflow assignments.
Roles with a translator & agency access:
- Select one of the following roles: Translation Resource, Translation Resource Manager or Agency Account Owner.
- Alternatively, select "All Translator & Agency roles" to filter for users with any of the above roles.
Locale and workflow filters:
- In order to work in Smartling, users need to be given access to at least one step in one of your client's workflows, for a given language pair.
Therefore, the Users list allows you to filter for users who have been given access to a particular language pair: You can filter by workflow source locale only (i.e. the locale they are translating from), by workflow target locale (i.e. the locale they are translating into), or both. - Once you have filtered for both the workflow source locale and the workflow target locale, you can then narrow down your search by filtering for a specific workflow and workflow step(s).
Info: Please note that the workflow filter only becomes active once you have applied both the "Workflow Source Locale" and the "Workflow Target Locale" filters. The "Workflow Step" filter only becomes active once you have selected a specific workflow from the "Workflow" filter.
No assigned role (Users with no permissions): These are users whose access to any workflow steps has been completely removed. For example, if a user had been added as a Translation Resource, but all workflow steps that they used to have access to have been removed, the user will be shown as one with "No assigned role".
Sorting
You can sort the Users list by first name, last name, email address or time of the user's last login.
Bulk actions
To take action on one or multiple users, tick the check box next to their username(s). Then access the Actions menu to take bulk actions on all selected users:
- Remove Users: This action will permanently remove the user from your team. All user roles that the user currently has within your team will be removed.
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Remove Roles: This action removes a user's role and workflow assignments, but does not remove their details from your Smartling account. The user's account remains available in the Users list and can be reused at a later point.
User details
To view and manage a user's role, workflow assignments and permissions, click on the username.
From the user details page, you can:
- Change the user's role
- Add, edit or remove the user's workflow assignments
- View configurable permissions.
Inviting users
From the Invite User button, you can add new users to your Smartling team.
Note: To complete the invitation process, you will also need to give the invited user access to at least one workflow step. See Add Your Team of Translators to Smartling for more details.
Once a user has been invited, they will be listed in the Invites tab until they have completed their registration.
Invites
From the Invites tab, you can view and manage users who have been invited to join your Smartling account, but haven't completed their registration process yet. The list displays the following information:
- Total number of pending invitations
- Email: Email address used to register the user
- Agency affiliation (if any): If a user was invited by an agency, the agency name is displayed below the email
- User Role: Role assigned to the user during the invitation process
- Invite Sent: Time and date when the user was invited, displayed in your local time zone
By clicking on the ellipses next to the invited user, you can take the following actions:
- Resend: Send a new invitation email to the invited user. To finalize the registration process, the invited user will need to click on the activation link in Smartling's invitation email and complete their account setup.
- Cancel: Cancel the invite. The user will no longer be able to register their Smartling account, and will be removed from the Invites list.
Tip: For information about possible reasons and solutions for undelivered user invites, visit our FAQ.
Filters and sorting
- You can sort the Invites list by the user's email or by the date the invitation was created.
- Use the Search field to filter for a specific email address.
Bulk actions
To take action on one or multiple invites, tick the check box next to the invited user(s). Then access the Actions menu to take bulk actions on all selected users:
- Resend Invitations: Send a new invitation email to all selected invited users.
- Cancel Invitations: Cancel the invitation for all selected users. The users will no longer be able to register their Smartling account, and will be removed from the Invites list.
Inviting users
From the Invite User button, you can add new users to your Smartling team.
If you want to resend an invitation to a user who has already been invited, please use the Resend action instead.
Note: To complete the invitation process, you will also need to give the invited user access to at least one workflow step. See Add Your Team of Translators to Smartling for more details.