Project Manager Permission Types
In TMS, there are two permission types for the Project Manager (PM) role:
- Full PM
- Vendor PM
The differences between a Full PM and a Vendor PM are:
- The Vendor PM permission type may only be granted to users who are "guests" within your community (i.e. belong to an organization different than your own).
- Full PMs may be granted any of the three project access levels detailed below, whereas Vendor PMs may only be granted Project Owner access or Guest Shared User access.
- Vendor PMs have reduced access to certain project management features (e.g. unable to add projects or view/edit workflows).
- Vendor PMs have restricted data visibility when using certain project management features (e.g. Teams, Contacts, Reports).
For a full list of PM permission type differences, see the table below.
Project Access Levels
Projects have three levels of user access:
- Project Owners - have full and unrestricted access to all aspects of that project.
- Shared Users - have reduced access to project management features within that project (e.g. unable to mark the project complete, view TM stats, edit project settings).
- Guest Shared Users - have both reduced access to features within the project, as well as restricted data visibility (e.g. unable to view documents and targets not assigned to their organization).
For a full list of project access level restrictions, see the table below.
Restrictions for Vendor PMs and Shared Users on Projects
Note: None of the restrictions described below affect users with the Community Admin user role.
Permission Type
Permission type restrictions are global | Project Access Level
Project access level restrictions apply only to the project for which the user has been granted access |
| Full PM | Vendor PM | Project Owner | Shared User | Guest Shared User |
|---|
| None | - Create Projects
- View or access the following pages:
- Clients
- Workflows
- Translator Statistics
- Filter Configurations
- Globally search for:
- View:
- Teams whose owner is from another organization unless they are a member of the team
- Modify or Delete:
- Teams whose owner is from another organization
- Add to a Team:
- Users from another organization
- View or Assign within the Manage Assignments dialog:
- Users from another organization
- Teams from another organization
- My Community
- Share a TM Vault with:
- Users from another organization
- Teams from another organization
- My Community
- Share a Glossary with:
- Users from another organization
- Teams from another organization
- My Community
- Invite via the Contacts page:
- Users without a Lingotek account
- Users from another organization
- View within the Project Status report:
- Documents for which they are not the assigned vendor on any of the targets or phases
- Targets for which they are not the assigned vendor on any of the phases
- Users from another organization
- View within the Phase Report:
- Documents or Targets for which they are not the assigned vendor on any of the phases
| None | Note: Users with the "Vendor PM" permission type are not eligible for this access level as Vendor PMs are, by definition, "guests" within the organization. - View within the Process Queue the following project-related process types when the process was ran by another user:
- Analyze
- Clone Project
- Edit Distance
- Leverage
- Leverage Report Roll-up
- Machine Translate
- Project Status Download
- Segment Notes Download
- View or access the following project tabs:
- Workflow Template
- TM Statistics
- Resources
- Modify project settings (tab is read-only)
- View or Modify the Project Owners or Shared Users on the project
- View or access the following project actions:
- Analyze
- Download Sample
- Leverage TM
- Distribute Assignments
- View or access the following document actions:
- Analyze
- Leverage TM
- Machine Translate
- Mark the project complete
| All of the restrictions for a Shared User apply, as well as the following restrictions: - Globally search for documents for which they are not the assigned vendor on any of the phases
- View within the Process Queue the following document-related process types for which they are not the assigned vendor on any of the targets or phases:
- Document Import
- Document Update
- View:
- Documents for which they are not the assigned vendor on any of the targets or phases
- Targets for which they are not the assigned vendor on any of the phases
- Costs related to phases for which they are not the assigned vendor
- View within the Manage Assignments dialog:
- Targets for which they are not the assigned vendor on any of the phases
- Phases for which they are not the assigned vendor
- View or Assign within the Manage Assignments dialog:
- Users from another organization
- Teams from another organization
- My Community
- Modify assignees on phases for which they are not the assigned vendor (assignees are read-only under the Resources column of the Targets tab)
- View within the Download Document dialog:
- Targets for which they are not the assigned vendor on any of the phases
- Execute the following project actions on documents or targets for which they are not the assigned vendor on any of the phases:
- Download Document
- Download Segment Notes
- Run Edit Distance Report
- Project Status Report
- Execute the following document actions on documents or targets for which they are not the assigned vendor on any of the phases:
- Modify Document Due Dates
- Modify Target Due Dates
- Run Leverage Report Roll-up
- Run Edit Distance Report
- Download Segment Notes
- Copy Translations
- Approve All Segments
- Mark Phase Complete on phases for which they are not the assigned vendor (individually or in bulk)
|
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