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Overview
The Vendor Project Manager role to TMS (hereafter referred to as a Vendor PM for short) is only available for granting to community members whose default organization is different than the community's organization. The difference between a regular Project Manager (hereafter referred to as a Full PM) versus a Vendor PM, is that Vendor PMs have reduced access to certain project management features (e.g. unable to add projects or view/edit workflows) and restricted data visibility within certain project management features (e.g. Teams, Contacts, Reports).
Projects have two levels of user access: Project Owners and Shared Users. Users (both Full PMs and Vendor PMs) who are given Shared User access to a project will have reduced access to project management features within that project (e.g. unable to mark the project complete, view TM stats, edit project settings). Furthermore, if a user both has Shared User access to a project AND their default organization is different than the community's organization (hereafter referred to as a Guest Shared User), then the user will also have reduced data visibility with regard to certain project features within that project (e.g. unable to view documents and targets not assigned to their vendor organization).
None of the restrictions described herein affect users with either the Community Admin or System Admin user role.
Restrictions for Vendor PMs and Shared Users on Projects
User Role Restrictions are global. | Project Access Level Restrictions only apply to projects on which the user has "Shared User" 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: This access level can only be granted to users with the "Full PM" user role. - 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
| Note: This access level can only be granted to users with the "Vendor PM" user role. - 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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