PM Resource Overview

Owned by Laura White (Unlicensed)
Last updated: Feb 26, 2024 by Kenny Teves


Overview: Sharing Resources

For more help on sharing each resource, use the chart below.


Help File

Available Options

Click to learn about sharing each resource.

With the exception of Projects, sharing on all resources is limited to other project managers.

TM Vaults

  • Vault Owner: Vault owners have equal rights to the vault creator. They can manage all TMs within the vault and search its contents. They can also add/remove other Vault Owners.

  • Shared User: Shared users can use the vault in their projects as resources; however, they can only manage (move, edit, delete) their own TMs within the vault.

Glossaries

  • Shared User: A shared glossary user can search and manage all entries within the glossary. They can also add/remove other Shared Users.

Projects

Workflows

  • Workflow Owner: Workflow owners can modify the workflow and share it with others. They can also add/remove other Workflow Owners.

  • Shared User: Shared users can apply the workflow to a project or make a copy of the workflow.


Sharing Resources in the Workbench via a Workflow

  • Note: all resources included in a workflow (TM vaults, glossaries, etc.) – will be shared as reference material in the workbench with all users of the workflow.
  • Additionally, if a resource (e.g. TM vault, glossary) is used on a workflow, any PM that is allowed to use the workflow is also allowed to use that TM vault on any projects they create that use the workflow.
  • Note: This does not give the PM rights to edit the TM vault. It simply lets them offer the TM vault as a resource in the workbench.


Tip: Other than view-only reference material in the workbench, Linguists cannot access the resources shared on a workflow.

To share a workflow,

  1. Open the workflow. (Go to Project Resources > Workflows and open the desired workflow).

  2. Click the Gear icon.

  3. Switch to the Settings tab and scroll down.

    1. Under Shared Users, type and select My Community to share the workflow with all project managers in your community.

    2. If you only want the workflow to be available to select project members, type their username to add them as a Shared User (e.g. ChinesePM1, FrenchPM1, SpanishPM1).

  4. Click off the tab to save your work.

 


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