User Roles
Tip
When XTM is first purchased, the subscription falls under a single system owner.
By default, the system owner is automatically assigned the Administrator, Project Manager, TM Manager, and Terminologist roles.
Default user roles
The following seven user roles (of which 3 are project manager roles) are available by default:
Administrators
Project managers.
PM - Project and Creator
PM - Projects and Customers
Linguists
Terminologist
TM Expert.
Linguist role
By definition, Linguists can perform a workflow step (e.g translate) within a workflow (This means they are the only role that can be assigned a task).
Linguists are the only role that language combinations can be assigned to.
(Workflow) Steps
Workflows are composed of steps.
Default workflow steps
The following drop-downs describe the default workflow steps available in XTM:
In this step, users can enter and edit translations and add comments.
The comments entered here are typically meant as issues for a project manager to resolve.
In this step, users can edit translations and enter comments.
Edits made by the corrector are automatically registered under their username and shown in the comments section of the segment in Workbench (CAT). Each change (translation or correction) in the segment is included in the comments for each change to the translation that is made.
In this step, users can only enter comments about translations.
Users can't edit the translation.
The typical next step after a review is a correction.
Allows you to automatically approve the TM of changed segments, segments set to done (completed), or ICE and leveraged matched segments.
Without this step only reviewed, corrected or LQAd strings (the next step described below) enter the TM.
This can be overwritten in the workflow configuration. Workflows consist of individual workflow steps that are tied together. Within the workflow checking the "Approve TM" box automatically approves TM for a given step in the workflow.
In this step, users can check translation errors.
This is exactly like a review step except errors can be categorized into one of the many predefined error types XTM provides.
Along with being able to enter comments, this allows for better traceability and continuous improvement initiatives.
Typically a correction step follows.
The linguist in this case then tags translation errors with one of these LQA error codes for easier tracking.
Translation errors marked with LQA codes are stored against the translator in XTM and can be viewed by opening the rating section for each user under their Quality tab, and reports can be generated on a project level or across multiple projects.
These categorized reasons can be modified by an administrator, using this procedure.
Workflow step types
Each workflow step is assigned a type (category).
The step types in XTM are:
In this step, users can enter and edit translations and add comments.
The comments entered here are typically meant as issues for a project manager to resolve.
In this step, users can edit translations and enter comments.
Edits made by the corrector are automatically registered under their username and shown in the comments section of the segment in Workbench (CAT). Each change (translation or correction) in the segment is included in the comments for each change in the translation that is made.
In this step, users can only enter comments about translations.
Users can't edit the translation.
The typical next step after a review is a correction.
In this step, users can check translation errors.
This is exactly like a review step except errors can be categorized into one of the many predefined error types XTM provides.
Along with being able to enter comments, this allows for better traceability and continuous improvement initiatives.
Typically a correction step follows.
The linguist in this case then tags translation errors with one of these LQA error codes for easier tracking.
Translation errors marked with LQA codes are stored against the translator in XTM and can be viewed by opening the rating section for each user under their Quality tab, and reports can be generated on a project level or across multiple projects.
These categorized reasons can be modified by an administrator, using this procedure.
Files can be downloaded but not updated.
Example entering cost details, approving cost and proposals, printing files, sending files to client
Files can be downloaded and updated in XTM, but the TM and project segments will not be modified.
Example DTP (Desktop Publishing)
Allows you to automatically approve the TM of changed segments, segments set to done (completed), or ICE and leveraged matched segments.
Without this step only reviewed, corrected or LQAd strings (the next step described below) enter the TM.
This can be overwritten in the workflow configuration. Workflows consist of individual workflow steps that are tied together. Within the workflow checking the "Approve TM" box automatically approves TM for a given step in the workflow.
Also sets the minimum XLIFF:doc status for segments at a specific point in the workflow.
Workflow steps are assigned to:
Workflows, globally by an administrator using this procedure.
Workflows by a project manager within a project. Edit the project then click on the workflow tab to the left, then the edit workflow button at the top.
Tip
Workflow steps are assigned to workflows globally by an administrator.
A project manager, however, can overwrite the global configuration within any project that they have access to.
The following can be assigned to workflow steps:
Workflow steps are assigned to users with the linguist role in the user configuration screen. Typically this represents the job function that a linguist has.
An administrator can create custom workflow steps using the procedure indicated here.
Workflows
Workflows consist of individual steps which are performed sequentially, that are executed once a project is started.
Tip
Linguists can accept or reject any workflow step assigned to them in a workflow.
Therefore workflows can flow in both directions i.e. a user can reject a task, effectively pushing the workflow step back to the previous assignment in sequence.
Common Workflow steps are translation, review, correction, DTP, etc.
Workflows consist of:
Workflow steps
Tip
Due dates can be added for each workflow step or they can be automatically calculated.
Workflows are assigned to:
Projects; Performed in the Workflows section of the project configuration screens.
Note
The workflow assigned can't be changed after project creation.
Linguists are assigned to each workflow step in a project for a given language;
Task
Processing a bundle in one step is a task.
Tasks are assigned to linguists or LSPs.
From their copy of XTM, LSPs will assign their linguists to these tasks.
A specific piece of content to translate (bundle).
A specific language combination assigned to this bundle,
A unique workflow step is assigned to this bundle.
A specific linguist, or LSP assigned to the configured bundle (I.e a bundle that has had CONTENT, a language combination and a workflow step assigned to it)
A task is assigned to the linguist when a project is started.
When a linguist logs in to XTM they will see all of the tasks assigned to them in a task list.
Clicking on the task in this list opens XTM Workbench (CAT tool) with the properly configured bundle that they need to work on.
Alternately when a task is assigned, the linguist receives an e-mail notification with all the task details and a link that opens XTM Workbench (CAT tool) with the segments that need to be worked on.
From their own instance of XTM, LSPs will see all of the projects that you as the contractor have started and which contain workflow steps that this LSP has been assigned to.
Within these projects, the LSP will only see the bundles containing the workflow steps that this LSP has been assigned to.
LSPs will then assign these bundles to their own linguists.
The LSP will then start this project from their own instance.
At which point their own linguists will receive an e-mail notification with all the task details and a link that will open the LSPs instance of XTM workbench (CAT tool) with the bundles that they need to be worked on.
Alternately when a linguist working for an LSP logs in to sub-XTM they will see all of the tasks assigned to them in a task list.
Clicking on the task in this list opens XTM Workbench (CAT tool) with the properly configured bundle that they need to work on.
Language combinations
Tip
By default, all language combinations built-in to XTM are shown to Project Managers when they add their users and projects.
Administrators can limit the language combinations available to Project Managers to only those that your organization uses, thus simplifying a Project Manager's job and maintaining company standards.
Commonly referred to as language pairs
A language combination consists of a single source language (i.e the language of the content to be translated) and a single target language (I.e the language the source content is being translated into).
Language combinations are configured in the:
Configuration screens, by an Administrator using this procedure. This becomes a global configuration.
Note
The procedure indicated here merely limits the number of language combinations available to users globally in XTM, thus speeding up and simplifying their work.
By default, all language combinations are made available to everyone. There are hundreds of language combinations available in XTM.
Language Combinations are assigned to:
Linguists (In the user definition screen).
Customers (In the customer definition screen).
Tip
This is used to limit language combinations that can be configured in the terminologies and translation memory files assigned to this customer.
User Groups (in the user group definition screen).
Tip
The language set here overrides the language settings assigned to each individual linguist that is part of this group when the user group is assigned to a workflow step.
LSPs (in the LSP configuration screens).
Tip
There is only a need to configure language combinations when using multiple LSPs, each one with its own language expertise.
An individual project’s general section (in the project configuration screen).
Tip
This determines the languages that this project will be translated into and determines the linguists, user groups, and LSPs that are made available for allocation to the workflow steps.
A project templates details section.
Language codes
The following languages are currently available in XTM.
If you require other languages:
To request support
Visit our Support Portal.
LANGUAGE | CODE |
---|---|
Abkhazian | ab |
Acholi | ach |
Afar | aa_ET |
Afrikaans (South Africa) | af_ZA |
Akan | ak |
Albanian | sq_AL |
Amharic (Eritrea) | am_ER |
Amharic (Ethiopia) | am_ET |
Ancient Greek | grc_GR |
Anuak | anu |
Arabic | ar_AA |
Arabic (Algeria) | ar_DZ |
Arabic (Bahrain) | ar_BH |
Arabic (Chad) | ar_TD |
Arabic (Egypt) | ar_EG |
Arabic (Iraq) | ar_IQ |
Arabic (Jordan) | ar_JO |
Arabic (Kuwait) | ar_KW |
Arabic (Lebanon) | ar_LB |
Arabic (Libya) | ar_LY |
Arabic (Mauritania) | ar_MR |
Arabic (Morocco) | ar_MA |
Arabic (Oman) | ar_OM |
Arabic (Palestinian Territory) | ar_PS |
Arabic (Qatar) | ar_QA |
Arabic (Saudi Arabia) | ar_SA |
Arabic (Sudan) | ar_SD |
Arabic (Syria) | ar_SY |
Arabic (Tunisia) | ar_TN |
Arabic (United Arab Emirates) | ar_AE |
Arabic (Western Sahara) | ar_EH |
Arabic (Yemen) | ar_YE |
Aranese | aran_ES |
Armenian | hy_AM |
Assamese | as_IN |
Assyrian Neo-Aramaic | aii |
Asturian (Spain) | ast_ES |
Aymara | ay_BO |
Azeri (Cyrillic - Azerbaijan) | az_AZ_Cyrl |
Azeri (Latin - Azerbaijan) | az_AZ_Latn |
Bambara | bam |
Bari | bfa |
Bashkir | ba_RU |
Basque | eu_ES |
Bassa | bsq |
Batak Toba | bbc |
Belarusian (Belarus) | be_BY |
Bemba | bem |
Bengali (Bangladesh) | bn_BD |
Bengali (India) | bn_IN |
Bhutani | bal_IR |
Bihari (India) | bh_IN |
Bikol | bik |
Bislama (Vanuatu) | bi_VU |
Bosnian (Cyrillic) | bs_BA_Cyrl |
Bosnian (Latin) | bs_BA_Latn |
Breton (France) | br_FR |
Bulgarian (Bulgaria) | bg_BG |
Buli (Ghana) | bwu |
Burmese | my_MM |
Burushaski | bsk |
Carolinian | cal |
Catalan | cmn |
Catalan (Spain) | ca_ES |
Cebuano (used in Philippines) | ceb |
Chaldean Neo-Aramaic | cld |
Cham (Eastern) | cjm |
Chamorro | cha |
Cham (Western) | cja |
Changana | ts_ZA_changana |
Cherokee | chr |
Chichewa (Malawi) | ny_MW |
Chinese (Cantonese) | zh_YUE |
Chinese (Hong Kong) | zh_HK |
Chinese (Malaysia) | zh_MY |
Chinese (Mandarin Traditional) | cmn |
Chinese (Mandarin Traditional Taiwan) | goyu |
Chinese (Simplified) | zh_CN |
Chinese (Simplified Hong Kong) | zh_HK_Hans |
Chinese (Singapore) | zh_SG |
Chinese (Traditional) | zh_TW |
Chin Tedim | ctd |
Chuukese | chk |
Corsican | co_FR |
Creoles and pidgins (English based) | cpe |
Creoles (French based) | cpf |
Croatian | hr_HR |
Croatian (Bosnia and Herzegovina) | hr_BA |
Czech | cs_CZ |
Dan | dnj |
Danish | da_DK |
Dari | prs_AF |
Dholuo | luo |
Dinka | din |
Divehi | dv_IN |
Dothraki | mis |
Dutch | nl_NL |
Dutch (Belgium) | nl_BE |
Eastern Armenian | hy_AM_arevela |
English (Asia) | en_142 |
English (Australia) | en_AU |
English (Austria) | en_AT |
English (Bahamas) | en_BS |
English (Bahrain) | en_BH |
English (Belgium) | en_BE |
English (Brunei) | en_BN |
English (Canada) | en_CA |
English (Chile) | en_CL |
English (China) | en_CN |
English (Croatia) | en_HR |
English (Cyprus) | en_CY |
English (Czechia) | en_CZ |
English (Denmark) | en_DK |
English (Egypt) | en_EG |
English (Europe) | en_EU |
English (Finland) | en_FI |
English (France) | en_FR |
English (Germany) | en_DE |
English (Holland) | en_NL |
English (Hong Kong) | en_HK |
English (Hungary) | en_HU |
English (India) | en_IN |
English (Ireland) | en_IE |
English (Israel) | en_IL |
English (Italy) | en_IT |
English (Japan) | en_JP |
English (Jordan) | en_JO |
English (Kenya) | en_KE |
English (Kuwait) | en_KW |
English (Luxembourg) | en_LU |
English (Malaysia) | en_MY |
English (Mexico) | en_MX |
English (Morocco) | en_MA |
English (Neutral) | en_NT |
English (New Zealand) | en_NZ |
English (Nigeria) | en_NG |
English (Norway) | en_NO |
English (Oman) | en_OM |
English (Pakistan) | en_PK |
English (Philippines) | en_PH |
English (Poland) | en_PL |
English (Portugal) | en_PT |
English (Puerto Rico) | en_PR |
English (Qatar) | en_QA |
English (Romania) | en_RO |
English (Russia) | en_RU |
English (Saudi Arabia) | en_SA |
English (Serbia) | en_RS |
English (Singapore) | en_SG |
English (Slovakia) | en_SK |
English (Slovenia) | en_SI |
English (South Africa) | en_ZA |
English (South Korea) | en_KR |
English (Spain) | en_ES |
English (Sweden) | en_SE |
English (Switzerland) | en_CH |
English (Taiwan) | en_TW |
English (Thailand) | en_TH |
English (Trinidadian) | en_TT |
English (Türkiye) | en_TR |
English (UK) | en_GB |
English (Ukraine) | en_UA |
English (United Arab Emirates) | en_AE |
English (US) | en_US |
Esan | ish |
Esperanto | eo |
Estonian | et_EE |
Ewe (Ghana) | ee_GH |
Falam Chin | cfm |
Fanti | fat |
Faroese (Faroe Islands) | fo_FO |
Fijian | fj_FJ |
Fiji Hindi | hif |
Filipino | fil_PH |
Finnish | fi_FI |
Flemish | nl_BE |
French (Algeria) | fr_DZ |
French (Belgium) | fr_BE |
French (Cameroon) | fr_CM |
French (Canada) | fr_CA |
French (Congo) | fr_CG |
French (France) | fr_FR |
French (Luxembourg) | fr_LU |
French (Morocco) | fr_MA |
French (Senegal) | fr_SN |
French (Switzerland) | fr_CH |
French (Tunisia) | fr_TN |
Frisian | fy |
Friulian | fur |
Fula | fu |
Ga | gaa |
Galician (Spain) | gl_ES |
Georgian | ka_GE |
German (Austria) | de_AT |
German (Belgium) | de_BE |
German (Germany) | de_DE |
German (Holland) | de_NL |
German (Luxembourg) | de_LU |
German (Pennsylvanian) | pdc |
German (Switzerland) | de_CH |
Greek | el_GR |
Greek (Cyprus) | el_CY |
Greenlandic | kl_GL |
Guarani | grn |
Gujarati | gu_IN |
Haitian Creole | ht_HT |
Hakha Chin | cnh |
Hausa | ha_NG |
Hausa (Ajami) | ha_Arab |
Hausa (Latin) | ha_Latn |
Hausa (Latin) | ha_Latn |
Hawaiian | haw |
Hazaragi (Afghanistan) | xz_AF |
Hebrew | he_IL |
Herero | hz |
Hiligaynon (Philippines) | hil |
Hindi | hi |
Hindi (India) | hi_IN |
Hindi (Latin) | hi_Latn |
Hindi (Thoda English) | hi_Latn_en |
Hmong | hmn |
Hmong (USA) | hmn_US |
Hungarian | hu_HU |
Icelandic | is_IS |
Igbo | ig |
Ilocano | ilo |
Inari | smn |
Indonesian | id_ID |
Interlingua | ia |
Interlingue | ie |
Inuktitut | iu |
Inupiak | ik |
Irish (Gaelic) | ga_IE |
Italian | it_IT |
Italian (Switzerland) | it_CH |
Iu Mien | ium |
Japanese | ja_JP |
Javanese | jv_ID |
Kaingang | kgp_BR |
Kannada (India) | kn_IN |
Karen | kar |
Karen (Sgaw) | ksw |
Kasem | xsm |
Kashmiri | ks |
Kayah (Eastern) | eky |
Kayah (Western) | kyu |
Kazakh | kk_KZ |
Khana or Ogoni proper | ogo |
Khmer | km_KH |
Kikongo (Kongo) | kg_CG |
Kikuyu | kik |
Kimaama | kig |
Kinyarwanda (Rwanda) | rw_RW |
Kirghiz | ky |
Kiribati | gil |
Kirundi | rn |
Klingon | tlh |
Konkani (India) | kok_IN |
Korean | ko_KR |
Kosraean | kos |
Krio | kri |
Kunama (Western Eritrea) | kun |
Kurdish (Iraq) | ku_IQ |
Kurdish (Kurmanji) | kmr |
Kurdish (Sorani) | ckb |
Kurdish (Türkiye) | ku_TR |
Laothian | lo_LA |
Latin | la |
Latvian | lv_LV |
Lautu Chin | clt |
Lingala | ln_CG |
Lithuanian | lt_LT |
Luba-Lulua | lua |
Luganda | lug |
Luxembourgish | lb_LU |
Macedonian | mk_MK |
Malagasy (Madagascar) | mg_MG |
Malayalam (India) | ml_IN |
Malay (Malaysia) | ms_MY |
Malay (Singapore) | ms_SG, |
Maltese | mt_MT |
Mam | mam |
Manipuri | mni |
Maori | mi_NZ |
Mara Chin | mrh |
Marathi | mr_IN |
Marshallese | mah |
Masai | mas |
Matu Chin | hlt |
Mixtepec Mixtec | mix |
Mizo Chin | lus |
Moldavian | mo_MD |
Mon | mnw |
Mongolian | mn_MN |
Montenegrin | sla_ME |
Morisyen (Mauritian Créole) | mfe_MU |
Mün Chin | mwq |
Nagamese | nag |
Nauru | na_NR |
Navajo | nv |
Ndebele | nd_ZW |
Nepali | ne_NP |
Nheengatu | yrl_BR |
Niuean | niu |
Northern Sotho (South Africa) | nso_ZA |
Norwegian | no_NO |
Norwegian Bokmaal | nb_NO |
Norwegian Nynorsk | nn_NO |
Nuer | nus |
Nyanja | ny |
Occitan | oc_FR |
Oriya | or_IN |
Oromo | om_ET |
Oshiwambo | kj |
Ottoman Turkish | ota |
Palauan | pau |
Pampangan | pam |
Pangasinan | pag |
Papiamento | pap |
Pashto | ps |
Pashto (Pakistan) | ps_PK |
Persian | fa_IR |
Pohnpeian | pon |
Polish | pl_PL |
Portuguese | pt_PT |
Portuguese (Angola) | pt_AO |
Portuguese (Brazil) | pt_BR |
Portuguese (Mozambique) | pt_MZ |
Punjabi | pa_PA |
Punjabi (India) | pa_IN |
Punjabi (Pakistan) | pa_PK |
Quechua | qu_PE |
Quenya | qya |
Rarotongan | rar |
Rhaeto_Romance | rm_CH |
Rohingya (Myanmar) | xr_MM |
Romanian | ro_RO |
Romanian (Moldova) | ro_MD |
Rotuman | rtm |
Rukiga | cgg |
Runyoro | nyo |
Russian | ru_RU |
Russian (Armenia) | ru_AM |
Russian (Azerbaijan) | ru_AZ |
Russian (Georgia) | ru_GE |
Russian (Moldova) | ru_MD |
Russian (Ukraine) | ru_UA |
Samoan | sm_WS |
Sangro | sg |
Sanskrit | sa_IN |
Sardinian | sc_IT |
Scots (Ireland) | sco_IE |
Scots (United Kingdom) | sco_GB |
Scottish Gaelic (Scotland) | gd_GB |
Senthang Chin | sez |
Serbian | sr_YU |
Serbian (Cyrillic) | sr_RS_Cyrl |
Serbian – Montenegro (Cyrillic) | sr_ME_Cyrl |
Serbian – Montenegro (Latin) | sr_ME_Latn |
Serbian – Serbia (Latin) | sr_RS_Latn |
Sesotho | st |
Setswana (Africa) | tn_ZA |
Shan | shn |
Shilluk | shk |
Shona | sn |
Sindarin | sjn |
Sindhi | sd_PK |
Singhalese | si_LK |
Siswati | ss |
Skolt | sms |
Slovak | sk_SK |
Slovenian | sl_SI |
Solomon Islands Pidgin | pis |
Somali | so_SO |
Soninke | snk |
Sorbian (Lower) | dsb_DE |
Sorbian (Upper) | hsb_DE |
Southern Kurdish | sdh |
Spanish (Argentina) | es_AR |
Spanish (Bolivia) | es_BO |
Spanish (Chile) | es_CL |
Spanish (Colombia) | es_CO |
Spanish (Costa Rica) | es_CR |
Spanish (Cuba) | es_CU |
Spanish (Dominican Republic) | es_DO |
Spanish (Ecuador) | es_EC |
Spanish (El Salvador) | es_SV |
Spanish (Guatemala) | es_GT |
Spanish (Honduras) | es_HN |
Spanish (International) | es_001 |
Spanish (Latin America) | es_419 |
Spanish (Mexico) | es_MX |
Spanish (Neutral) | es_NT |
Spanish (Nicaragua) | es_NI |
Spanish (Panama) | es_PA |
Spanish (Paraguay) | es_PY |
Spanish (Peru) | es_PE |
Spanish (Puerto Rico) | es_PR |
Spanish (Spain) | es_ES |
Spanish (Uruguay) | es_UY |
Spanish (USA) | es_US |
Spanish (Venezuela) | es_VE |
Sudanese Arabic | apd_SD |
Sudanese Arabic (Latin) | apd_SD_Latn |
Sundanese | sun |
Swahili | swa |
Swahili (Kenya) | sw_KE |
Swahili (Somalia) | sw_SO |
Swahili (Tanzania) | sw_TZ |
Swahili (Uganda) | sw_UG |
Swedish | sv_SE |
Swedish (Finland) | sv_FI |
Syriac | syr_TR |
Tagalog | tl_PH, |
Tahitian | ty |
Tajik | tg_TJ |
Tamil | ta_IN |
Tamil (Singapore) | ta_SG |
Tamil (Sri Lanka) | ta_LK |
Tatar | tt_RU |
Telugu | te_IN |
Tetum (Indonesia) | tet_ID, |
Tetum (Timor-Leste) | tet_TL |
Thado Chin | tcz |
Thai | th_TH |
Tibetan | bo |
Tigrinya | ti |
Tigrinya (Eritrea) | tir_ER |
Tigrinya (Ethiopia) | tir_ET |
Tokelauan | tkl |
Tok Pisin | tpi |
Tonga | to_TO |
Toposa | toq |
Tsonga | ts_ZA |
Tswana | tn_BW |
Turkish | tr_TR |
Turkmen | tk_TM |
Tuvaluan | tvl |
Twi | tw |
Ukrainian | uk_UA |
Urdu | ur_IN |
Urdu (Pakistan) | ur_PK |
Uyghur (China) | ug_CN |
Uzbek (Afghanistan) | uz_AF |
Uzbek (Cyrillic) | uz_UZ_Cyrl |
Uzbek (Latin) | uz_UZ_Latn |
Valencian | vc_ES |
Venda | ve |
Vietnamese | vi_VN |
Volapk | vo |
Waray (Philippines) | war |
Welsh | cy_GB |
Western Armenian | hy_AM_arevmda |
Wolof | wo |
Xhosa (South Africa) | xh_ZA |
Yao | yao |
Yapese | yap |
Yiddish | yi |
Yiddish (Israel) | yi_IL |
Yiddish (USA) | yi_US |
Yoruba | yo_NG |
Zande | zne |
Zigula | ziw |
Zotung Chin | czt |
Zou | zom |
Zulu (South Africa) | zu_ZA |
Zyphe Chin | zyp |
mainly add Project Managers and configure XTM and adjust system default settings available to all other user roles.
They only have access to the Users tab and Configuration tab in XTM Cloud.
Tip
No other role has access to the Configuration tab.
Maintains the TM.
They only have access to all functions that appear when clicking the TM tab in XTM Cloud.
Tip
No other role has access to these screens.
Maintains terminologies.
They only have access to all functions that appear when clicking the Terminology tab in XTM Cloud.
Tip
No other role has access to these screens.
Administrator and project manager functions
User and XTM subscription management
Note
Only the administrator and project manager roles can manage users.
Function | Administrator | Project Manager | PM - Project and Creator | PM - Projects and Customers |
---|---|---|---|---|
Manage XTM Subscription | ||||
Create and edit other Administrators | ||||
Create and edit any Project Manager type. | ||||
Create and edit Linguists | ||||
Create and edit Terminologists | ||||
Create and edit TM Experts | ||||
Create users with one of the optional roles available. | ||||
Create a connection to an LSP | ||||
Add rate cards to users and LSPs |
Customer and project management
Note
Only one of the three Project Manager roles can maintain customers and projects. Administrators can change any global settings required for managing customers and projects.
Function | Administrator | Project Manager | PM - Project and Creator | PM - Projects and Customers |
---|---|---|---|---|
Create customers | ||||
Edit customers | ||||
Edit customers created by other users | ||||
Create projects | ||||
View projects created by others | ||||
Create project templates | ||||
Can use project templates created by others | ||||
Edit project templates | ||||
Configure global due date limits and due date generation | ||||
Assign and modify due dates in a project | ||||
Archive Projects | ||||
Start projects | ||||
Approve or delete a project with or without TM | ||||
Update source content in active projects | ||||
Update source content in closed projects |
Workflow management
Note
Administrators are usually assigned to creating and editing workflow steps and workflows, while Project Managers tend to use and manage workflows within a project.
Function | Administrator | Project Manager | PM - Project and Creator (Only for Projects created by them) | PM - Projects and Customers (Only for Projects created by them) |
---|---|---|---|---|
Add workflows steps | ||||
Edit workflow steps | ||||
Create workflows | ||||
Edit workflows | ||||
Assign workflows to projects | ||||
Assign linguists to workflows in a project | ||||
Configure and edit an existing workflow assigned to a project at the project level. The changes only affect the edited project. |