User Roles
Default user roles
The following seven user roles (of which 3 are project manager roles) are available by default:
Administrators: mainly add Project Managers and configure XTM and enable or disable options available to all other user roles
Project managers; The role of a project manager can be optionally subdivided into the following roles:
Important
A user can only be assigned one of the 3 project manager roles (Project Manager, PM - Project and Creator, or PM - Projects and Customers)
PM - Project and Creator
PM - Projects and Customers
Linguists
Tip
Each linguist's functions can be further refined by assigning them workflow steps.
Terminologist: Maintains terminologies.
TM Expert: Maintains the TM.
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 |
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Manage XTM Subscription |
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Create and edit other Administrators |
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Create and edit any Project Manager type. |
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Create and edit Linguists |
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Create and edit Terminologists |
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Create and edit TM Experts |
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Create users with one of the optional roles available. |
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Create a connection to an LSP |
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Add rate cards to users and LSPs |
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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 |
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Create customers |
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Edit customers |
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Edit customers created by other users |
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Create projects |
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View projects created by others |
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Create project templates |
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Can use project templates created by others |
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Edit project templates |
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Configure global due date limits and due date generation |
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Assign and modify due dates in a project |
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Archive Projects |
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Start projects |
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Approve or delete a project with or without TM |
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Update source content in active projects |
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Update source content in closed projects |
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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) |
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Add workflows steps |
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Edit workflow steps |
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Create workflows |
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Edit workflows |
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Assign workflows to projects |
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Assign linguists to workflows in a project |
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Configure and edit an existing workflow assigned to a project at the project level. The changes only affect the edited project. |
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