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Assigning files to users and phases

You can assign the files which are part of a Trados GroupShare project, so that one or more users complete the tasks specific to a translation phase. For example, you can assign files to reviewers during the Review phase.

Before you begin

To assign files to users, you have to be member of a Trados GroupShare role with the Assign Files permission. Make sure that the users are assigned to the appropriate roles that will allow them to access the files and perform the required tasks. Trados GroupShare is built with some standard roles, which correspond to the most common jobs that users do. You can customize Trados GroupShare standard roles to add or remove permissions, or you can create new roles for the specific jobs that users can perform on your projects.

About this task

By default, all the files in a Trados GroupShare project are initially assigned to the user who added the files to the Trados GroupShare project and are set to the Preparation phase. Each time you change the users assigned to a phase, Trados GroupShare or later automatically sends an assignment change notification email to inform the users that they have been added/removed from the list of users working on the files in that specific phase. This email is sent to the assigned/removed users only when the files reach the phase for which you have assigned the users to work on the files.

Procedure

  1. Go to the Files view and select a file for which you want to make assignments.
  2. Right-click the file, and, from the context menu, select Assign to Users in Phase, and then choose the phase for which you want to create the assignment.
  3. In the Assign Users to the <...> Phase dialog:
    • Select an available user from the assigned user list.
    • Add a new user to the assigned user list, by selecting Add and select from the users available to your Trados GroupShare role.
  4. You can optionally add a due date to the assignment by selecting the Due Date checkbox and choosing a date and time.
  5. Select OK.