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Project Manager Permission Types
In TMSthe Project Management app, 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:
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- permission type may only be granted to users who are "guests" within your community (i.e. belong to
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- an organization different than your own).
- Full PMs
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- may be granted any of the three project access levels detailed below, whereas Vendor PMs
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- 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
- 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 phasesView 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)| Insert excerpt |
|---|
| EX:Vendor PM Restrictions |
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| EX:Vendor PM Restrictions |
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| nopanel | true |
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| None | | Insert excerpt |
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| EX:Project Shared User Restrictions |
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| EX:Project Shared User Restrictions |
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| nopanel | true |
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| | Insert excerpt |
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| EX:Project Guest Shared User Restrictions |
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| EX:Project Guest Shared User Restrictions |
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| nopanel | true |
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Project Costs
A Project Manager's ability to see project costs within the Project Management app are determined as follows:
- PMs with the Full PM permission type see all costs regardless of their project access level (i.e. Project Owner or Shared User).
- PMs with the Vendor PM permission type who have been granted Project Owner access to the project see all costs.
- PMs with the Vendor PM permission type who have been granted Shared User access to the project are treated as Guests Shared Users and therefore only see costs related to phases for which the assigned vendor organization coincides with the PM's parent organization.