Sharing Projects

Owned by Copy Space for Confluence (Unlicensed)
Last updated: Feb 26, 2024 by Kenny Teves
2 min read

Project Permissions

By default, the creator of a project is the only person that can access it. However, a project owner can also share their projects with other project managers or clients.

A project’s creator can add Shared Managers or Shared Client Users to grant access to a project.

Shared Managers share equal permissions with the project creator.

Shared managers can

  • Upload documents

  • Make assignments

  • Change project resources, etc.

  • View all of the tabs available to the Project’s creator

Shared Client Users have viewing and reporting access and also have the ability to make changes to the workflow and to run basic document actions. 

They have access to options on the Documents, Workflow Template, and TM Statistics tabs.

  • Documents: View the progress for each translation document and access the workbench; run basic document actions.

  • Workflow Template: Switch the project to a new workflow or add new rules to the existing project-level workflow

  • TM Statistics: Run TM Statistics reports

Add a Shared Manager

After creating a project, the project owner may add Shared Managers or additional Shared Client Users.

To add another manager to a project, follow these steps:

  1. Open the Project.

  2. Above the project’s open document list, click the Settings tab (far right).

  3. Scroll down to the Shared Managers heading.

  4. Type the name or email address of the user you would like to grant “full access” permissions.

  5. All changes are saved automatically; the user will now be able to log in and view the project.

Add a Shared Client User

To add a shared client user, follow these steps:

Important: Projects can only be shared with other project managers. Be sure the person you are sharing the project with has at least PM permissions.
Shared Client Users have limited access to a project. To add a Shared Client User to the project,

  1. Open the Project.

  2. Above the project’s open document list, click the Settings tab (far right).

  3. Scroll down to the Shared Client Users heading.

  4. Type the name or email of the user you would like to grant “view” permissions.

  5. All changes are saved automatically; the user will now be able to log in and view the project.