After you create and configure a workflow, the next step is to assign the people to each of the workflow steps (or tasks). Once that is complete (and they have activated their account if a new user), the final step is to ensure you have the right people assigned to each step.
The user must complete registration for the assigned languages before they appear available on the workflow step.
You cannot add an Agency or translators within an Agency to a workflow step from here. Agencies must be added to the account and assigned from the Teams dropdown.
How To Manage People on a Workflow Step
- In a Smartling Project, go to the Workflow Configuration
- On a workflow step, click the downward arrow and select Manage People.
- Choose a language from the user's language dropdown.
- Give the user access to the step by selecting the checkbox beside their name.
- If you don't see the user you want to assign to the step listed, ensure you have assigned them to their workflow tasks.
- Remove user access to content in that step by unselecting the checkbox beside their name.
- Click Done.
Alternative Use Cases
These steps are also useful if you want to pause access to content for a certain user without unassigning them from each task under Teams.
Another use case is if you want to onboard users to Smartling without them seeing any content on their dashboard, you can add a user and specify workflow assignments via Teams and unselect their name here, so they won't see any content on their dashboard, but still gain access for testing and training.
When they're ready to start working on your content, follow the above steps and select their name.
When assigning users, you will only see those who are available to work in the step. A user is considered available if they have been invited to the project and activated their Smartling account. Agency translators will not be displayed as they are managed by Agency Account Owner users.
Read Manage Users and Agencies for more information.
You're ready to translate content in the workflow!
Don't forget to check out how to Change a Default Workflow for a language.