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Default resources and their location

The system provides default account resources in various folders.

Resources and user groups at Root-level folder

You can create and store resources and user groups at account level or Root level, which means that these resources will be shared across all the descending folders and subfolders.

The following default user groups are automatically provisioned by the system at Root level:
  • Administrators
  • Project Managers
  • Terminologists
  • Engineers

Resources and user groups at customer-level folders

You can create and store resources and user groups in the Customers folder, which means that these resources will be shared across all the descending folders and subfolders.

In most cases, you may want to store your resources per specific customer to use these resources for specific customers only. When you add a customer, a folder (or a location) is automatically created for this customer (below the Customers folder) as well as the following:
  • Default resources: File Type Configurations, Language Processing Rules, Field Templates
  • Default user groups: Customer Requesters, Customer Reviewers
There are 2 types of customer requester roles: Customer Requester (who can see their peers' projects in Trados Customer Portal) and Customer Requester Restricted (who cannot see their peers' projects in Trados Customer Portal). The Customer Requester group is provisioned automatically by the system when you add a new customer, while the Customer Requester Restricted group is not. To add customer users to a Customer Requester Restricted group, you must create it manually for your chosen customer.

You can add as many customers as needed, which means that you will have as many customer folders (locations) as created customers. You can create subfolders for each created folder. Store your resources in the customer folder or subfolder of your choice.

Resources and user groups at vendor-level folder

Some resources are meant to be accessed by third-party entities (or vendors) which sub-contract some or all of your localization work. When you add a vendor, a folder (or a location) is automatically created for this vendor (below the Vendors folder) as well as the Vendor Project Manager group.

You can add as many vendors as needed, which means that you will have as many vendor folders (locations) as created vendors. You cannot create subfolders in your vendor folders.

You can create and store the following resources at vendor-level folders:
  • Vendor Order Templates
  • Pricing Models (to be used in the Vendor Order Templates)