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Vendor PM Restrictions

Vendor PM Restrictions

Owned by Larry Furr (Unlicensed)
Last updated: Nov 30, 2018

  • Create Projects
  • View or access the following pages:
    • Project Exceptions
    • Clients
    • Workflows
    • Translator Statistics
    • Filter Configurations
  • Globally search for:
    • Clients
    • Workflows
  • 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
  • Search community members via the Contacts page:
    • Users from another organization

  • Community Members page:

    This functionality must be enabled in the Advanced tab of the Customization page in the Community menu for Project Managers to see the Community Members page. 

    • View/search for users from a different organization
    • View/search for users with a role higher than their own
    • View the Community Admin column
    • Add existing users from a different organization
    • Invite new users individually or in bulk 
    • Grant new community members the Full PM or Community Admin role
    • Change the passwords for users from their organization 
    • Deactivate users
  • 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

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