Documentation Center

User roles and their permissions

In Trados Team, each user account is assigned a persona, depending on the tasks the user needs to perform in the project workflow. Personas are correlated with user roles and permissions.

This topic lists the default roles and their associated permissions. When you create custom roles, you will enable or disable the permissions in the table below, depending on your needs.

You can check the default roles (provisioned by the system) and all the custom roles (you create yourselves), by accessing the Users view > Roles & Permissions tab. Default roles have a lock in front of them while custom roles do not have one.

Trados Team supports the following personas:
  • Administrator - The Administrator persona gets the Account Administrator role and its associated permissions. Administrators are members of the Administrator group provisioned by default in the Root folder.
  • Lead Project Manager - The Lead Project Manager persona gets the Lead Project Manager role and its associated permissions. Lead Project Managers are members of a Lead Project Manager group created by administrators in a customer specific folder. Lead Project Managers are not project managers. Lead Project Managers have the same permissions as an administrator at customer-folder level, not at Root-folder level.
  • Project Manager - The Project Manager persona gets the Project Manager role and its associated permissions.
  • Translator - The Translator persona gets the Linguist role and its associated permissions.
  • Customer Requester - The Customer Requester can get either the Customer Requester role and its associated permissions or the Customer Requester Restricted role and its associated permissions. Users who have the Customer Requester role can see their peers' projects in Trados Customer Portal if they enable the Show projects created by my colleagues and include statistics for these projects in my dashboard user setting. If users have the Customer Requester Restricted role, they cannot see their peers' projects in Trados Customer Portal.
  • Reviewer - The Reviewer persona gets the Linguist role and its associated permissions.
  • Engineer - The Engineer persona gets the Engineer role and its associated permissions. Engineer personas can transform non-localizable file formats in localizable file formats and can handle Error tasks.
  • Terminologists - The Terminologist gets the Terminologist role and its associated permissions.
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistCustomer RequesterCustomer Requester RestrictedLinguistEngineer
1.USER MANAGEMENT
1.1.UsersViewno
Createnononononono
Editnononononono
Deletenononononono
1.2.GroupsViewno
Createnononononono
Editnononononono
Deletenononononono
Manage Users in Groupnononononono
1.3.RolesViewnonononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistCustomer RequesterCustomer Requester RestrictedLinguistEngineer
2.PROJECTS
2.1.FilesViewyesyesyesnoyesyes* yes* yes
Downloadyesyesyesnoyesyes* yes*yes
Download Files in Restricted Projectsyesyesyesnoyesyesnoyes
Cancelyesyesyesnonononono
Delete (only Reference files)yesyesyesnonononono
2.2.ProjectsListyesyesyesnoyesyesnono
Createyesyesyesnoyesyesnono
Edityesyesyesnoyesyesnono
Deleteyesyesyesnoyesyesnono
Planningyesyesyesnonononono
Startyesyesyesnoyesyesnono
View Other Users Projectsyesyesyesyesyesnoyesyes
View Detailsyesyesyesnoyesyesnono
View Project Notesyesyesyesnonononono
Edit Project Notesyesyesyesnonononono
Edit Project Settings in New Projectyesyesyesnonononono
Add Files to Existing Projectyesyesyesnoyesyesnono
Project Translation Engine Manageyesyesyesnonononono
2.3.QuotesViewyesyesyesnoyesyesnono
Edityesyesyesnonononono
2.4.TasksViewyesyesyesnoyesyes*yes* yes
Manageyesyesyesnonononono
Open in Studioyesyesyesnononoyesno
Open in Online Editoryesyesyesnononoyesno
2.5.Project GroupViewyesyesyesnoyesyesnono
Createyesyesyesnonononono
Edityesyesyesnonononono
Deleteyesyesyesnonononono
Manage Projectsyesyesyesnonononono
Project Group Quote Readyesyesyesnonononono
2.6.Project ConversationsView Commentsyesyesyesnoyesyesnono
Create Commentsyesyesyesnoyesyesnono
Edit own Commentyesyesyesnoyesyesnono
Delete own Commentyesyesyesnoyesyesnono
Manage Commentsyesyesnononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistCustomer RequesterCustomer Requester RestrictedLinguistEngineer
3.RESOURCES
3.1.Custom FieldsViewyesyesyesnoyesyesnono
Createyesyesyesnonononono
Edityesyesyesnonononono
Deleteyesyesyesnonononono
3.2.Project TemplatesViewyesyesyesnoyesyesnono
Createyesyesyesnonononono
Edityesyesyesnonononono
Deleteyesyesyesnonononono
3.3.File Type ConfigurationsViewyesyesyesnoyesyesnoyes
Createyesyesyesnonononono
Edityesyesyesnonononoyes
Deleteyesyesyesnonononono
3.4.WorkflowsViewyesyesyesnoyesyesnono
Createyesyesyesnonononono
Edityesyesyesnonononono
Deleteyesyesyesnonononono
3.5.Workflow TemplatesViewyesyesyesnoyesyesnono
Createnononononononono
Editnononononononono
Deletenononononononono
3.6.Workflow TasksViewyesyesyesnoyesyesnono
Createyesnonononononono
Edityesnonononononono
Deleteyesnonononononono
3.7.Translation EnginesViewyesyesyesnoyesyes*yesno
Createyesyesyesnonononono
Edityesyesyesnonononono
Deleteyesyesyesnonononono
3.8.Translation MemoriesViewyesyesyesnoyesyes*yesno
Createyesyesyesnonononono
Edityesyesyesnonononono
Deleteyesyesyesnonononono
3.9.Translation UnitsViewyesyesyesnoyesyes*yesno
Writeyesyesyesnonono*yesno
Deleteyesyesyesnonono*yesno
Importyesyesyesnonononono
Exportyesyesyesnonononono
Batch Edityesyesyesnonononono
Batch Deleteyesyesyesnonononono
3.10.Translation Memory Field TemplatesViewyesyesyesnoyesyes*yesno
Createyesyesyesnonononono
Edityesyesyesnonono*yesno
Deleteyesyesyesnonono*yesno
3.11.Language Processing RulesViewyesyesyesnoyesyes*yesno
Createyesyesyesnonononono
Edityesyesyesnonono*yesno
Deleteyesyesyesnonono*yesno
3.12.TermbasesView

(see list of termbases; cannot perform lookups)

yesyesyesyesnono*yesno
Createyesyesyesyesnononono
Edit Definition

(edit name, languages, description)

yesyesyesyesnononono
Deleteyesyesyesyesnononono
View Content (perform lookups)

yesyesyesyesnono*yesno
Edit Content (add, edit, delete entries)yesyesyesyesnonoyesno
Importyesyesyesyesnono*yesno
Exportyesyesyesyesnono*yesno
Create Sharing Link (discontinued starting late August 2024)nononoyesnononono
3.13.Termbase TemplatesViewyesyesyesyesnononono
Createyesyesnoyesnononono
Edityesyesnoyesnononono
Deleteyesyesnoyesnononono
3.14Pricing Quote TemplateViewyesyesyesnoyesyesnono
Createyesyesnononononono
Edityesyesnononononono
Deleteyesyesnononononono
3.15Termbase ConversationsView Commentsyesyesyesyesnononono
Create Commentsyesyesyesyesnononono
Delete own Commentyesyesyesyesnononono
Manage Commentsyesyesyesyesnononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistCustomer RequesterCustomer Requester RestrictedLinguistEngineer
4.CUSTOMERS
4.1.CustomersViewyesyesyesyesyesyesnono
Createyesyesnononononono
Edityesyesnononononono
Deleteyesyesnononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistCustomer RequesterCustomer Requester RestrictedLinguistEngineer
5.LANGUAGE CLOUD UI
5.1.GeneralLogin to Language Cloud UIyesyesyesyesnonoyesyes
View Dashboardyesyesyesnonononono
View Custom Dashboard Announcementsyesyesyesyesnonoyesyes
View Custom Contentyesyesyesyesnonoyesyes
View Inboxyesyesyesnononoyesyes
View Projectsyesyesyesnonononono
View Reportsyesyesyesnonononono
View Customersyesyesyesnonononono
View Usersyesyesyesnonononono
View Rolesyesnonononononono
5.2.ResourcesView Project Templatesyesyesyesnonononono
View File Type Configurationsyesyesyesnonononono
View Workflowsyesyesyesnonononono
View Workflow Templatesyesnonononononono
View Workflow Tasksyesnonononononono
View Custom Fieldsyesyesyesnonononono
View Translation Enginesyesyesyesnonononono
View Translation Memoriesyesyesyesnonononono
View Termbasesyesyesyesyesnononono
View Language Processing Rulesyesyesyesnonononono
View Machine Translation Enginesyesyesyesnonononono
View Translation Memory Maintenanceyesyesyesnonononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistCustomer RequesterCustomer Requester RestrictedLinguistEngineer
6.CUSTOMER PORTAL UI
6.1.Customer PortalCustomer Portalyesyesyesnoyesyesnono
Dashboard viewyesyesyesnoyesyesnono
Projects viewyesyesyesnoyesyesnono
Costs viewyesyesyesnoyesyesnono
Termbases viewyesyesyesnonononono
TM Search via UIyesnononoyesyesnono
Project Groupsyesyesyesnoyesyesnono
Project Conversationsyesyesyesnoyesyesnono
View leverage statisticsyesyesyesnoyesyesnono
Customizable Dashboardyesyesyesnoyesyesnono

* = Users with this role automatically get the permission marked by an asterisk (*) when they accept the task they are assigned to. After users complete their task, the permission marked by an asterisk (*) is automatically recalled.