Users and groups
The successful completion of translation projects requires the collaboration of various user types (or personas). Trados Team divides the work performed on translation projects among various user types and user categories.
User categories
- Members – individual translation professionals who are part of an organization
- Groups – several translation professionals who share a common trait, such as the same role or the same language pair
User types, roles, and personas
When you add users, you assign them an available role either by making them part of a group or by assigning them a service type in addition to making users part of a group. Note that a group can have one or more roles.
For example, John Doe can work as translator in two ways. In the first scenario, John Doe is part of a group which has the Translator role. Therefore, all group members can be assigned Translation tasks, John Doe included. In the second scenario, John Doe is part of a group which has the Translator roles, but he also has the Translation service type assigned. While in the first scenario, the task assignment notification is sent to all the members of the Translator group, in the second scenario, the task assignment notification is sent only to the members which have the Translation service type specified. The latter scenario gives you more flexibility, especially if you have groups with more than one role, and you want to differentiate between what each user in the group is good at, namely what tasks they can perform.
Groups are very useful particularly during project planning, when task assignments are performed. If your translators, for example, are included in groups, you can assign a translation task to an entire group. All the users in that group will see the task and one of the available users will claim it.
Users have a role in a specific location (folder), namely as part of a customer account. This feature offers a lot of flexibility for users because it implies that a user can have multiple roles in multiple locations.
The roles that users receive individually or as part of a group are closely linked to the personas involved in the localization process.
- Administrator
- Project Manager
- Customer Requester (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) & Customer Requester Restricted (cannot see their peers' projects in Trados Customer Portal)
- Linguist (a role dedicated to Translators and Reviewers)
- Engineer
- Terminologist
Recommendations for user setup
- If you want to add customer users, use the Customers view > Users sub-tab.
- If you want to add any other user types, use the main Users view.
Group types
- Default groups in the Root folder (location) provisioned by the system, automatically, for the following roles: Administrator, Project Manager.
- Default group provisioned by the system, automatically, for each customer folder you add, for the following roles: Customer Requester.
- Custom (non-default) groups for the following roles (these are the groups you can create in a folder of your choice): Lead Project Manager, Project Manager, Customer Requester Restricted, Translator, Engineer, Terminologist.