Managing user access rights and roles

TMS is a platform where all translation project participants meet. To streamline its operations, you should manage your vendors in a structured and efficient way so that all parties are satisfied with this cooperation and bring your translation process to the next level.

That's why it is important to manage these users effectively so that everyone could make the best use of this tool. On the other hand, you should be able to restrict access to certain features to protect your company's content.

It is up to you as the manager of your corporate translation resources to define what third-party users are allowed to do in a TMS. For example, it may be necessary to determine if users can modify, import, export, view and add TM entries or limit their ability to do so. The same goes for LQA results, Concordance and Terminology.

Here is how you can manage users' access to different features in XTM:

Figure 1. Users access rights in XTM
Users access rights in XTM

It is a nice-have to be able to set access rights globally, for all user roles (as shown above) and for particular users.

In XTM there are both pre-defined and configurable user roles with different access rights:
  • Pre-defined roles:
    • Administrator - the highest level of user with access to all functions
    • Project Manager - able to create and edit other Project Managers, Linguists, Customers, manage projects, access and download reports
    • Linguist - has access to any of the 4 steps in the workflow
    • Terminologist - has access to Terminology
    • TM Expert - has access only to TM Manager
  • Configurable roles:
    • PM Creator & Viewer (Limited Project Managers)
    • PM Projects and Customers (Limited Project Managers)
    • Cost Approver
    • Requester

It is possible to subcontract projects by creating an LSP account being a special type of user.

Apart from access rights for each user you can define language pairs and rate cards to be able to generate automatic purchase orders. You can also define a rating for quality and punctuality, which helps choose the best providers for your translation projects.