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NoteUsers 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
    • 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 Summary Actions:
    • Download Sample
    • Distribute Assignments
  • View or access the following Document Actions:
    • Delete Document
    • Machine Translate
    • Modify Document Metadata
  • Shared users cannot access the Delete action on the Documents Summary Table.
  • The following Actions on the Targets tab cannot be accessed by Shared Users

    These actions also cannot be accessed by Shared Users through API calls

    • Remove Targets
    • Remove Phase
    • Delete Phase
  • Mark the project complete
  • /project API restrictions:
    • The GET /project{id}/filter API call will only allow Shared Users to view the project's filter configurations. Shared Users cannot edit the filter configurations. 

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