User roles and their permissions

In Trados Enterprise, 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 Enterprise supports the following default 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.
  • Reviewer - The Reviewer persona gets the Linguist role and its associated permissions.
  • Engineer - The Engineer persona gets the Engineer role and its associated permissions. Moreover, Engineer personas can handle two types of services: Engineering (transforming non-localizable file formats in localizable file formats) and DTP (Desktop Publishing). Engineers can also handle Error tasks.
  • Vendor - The Vendor persona gets the Vendor Project Manager 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.
  • Customer Reviewer - The Customer Reviewer gets the Customer Reviewer role and its associated permissions.
  • Terminologists - The Terminologist gets the Terminologist role and its associated permissions.
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
1.USER MANAGEMENT
1.1.UsersView
Createnononononononono
Editnononononononono
Deletenononononononono
1.2.GroupsViewno
Createnononononononono
Editnononononononono
Deletenononononononono
Manage Users in Groupnononononononono
1.3.RolesViewnonononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
2.PROJECTS
2.1.FilesViewno* ** *
Downloadno* no* *
Download Files in Restricted Projectsnonononono
Cancelnonononononono
Delete (only Reference files)nonononononono
2.2.ProjectsListnonononono
Createnonononono
Editnonononono
Deletenonononono
Planningnonononononono
Startnonononono
View Other Users Projectsno
View Detailsnonononono
View Project Notesnonononononono
Edit Project Notesnonononononono
Edit Project Settingsnonononononono
Edit Project Settings in New Projectnonononononono
Add Files to Existing Projectnonononono
Change Translation Enginenonononononono
Project Quote Template Managenonononononono
Project Pricing Model Managenonononononono
2.3.QuotesViewno* nonono
Editnonononononono
2.4.TasksViewno****
Managenonononononono
Open in Studiononononono
Open in Online Editornonononono
2.5.Project GroupViewnononono
Createnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
Manage Projectsyesyesyesnonononononono
Project Quote Readyesyesyesnonononononono
2.6.Project ConversationsView Commentsyesyesyesnonoyesyesnonono
Create Commentsyesyesyesnonoyesyesnonono
Edit own Commentyesyesyesnonoyesyesnonono
Delete own Commentyesyesyesnonoyesyesnonono
Manage Commentsyesyesnononononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
3.REPORTS
3.1.Data WorkspacesViewyesyesyesnonononononono
Createyesyesnononononononono
Edityesyesnononononononono
Deleteyesyesnononononononono
3.2.Custom ReportsViewyesyesyesnonononononono
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
4.RESOURCES
4.1.Custom FieldsViewyesyesyesnonoyesyesyesnono
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
4.2.Project TemplatesViewyesyesyesnonoyesyesyesnono
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Edit Project Template Settingsyesyesyesnonononononono
Deleteyesyesyesnonononononono
Project Template Quote Template Manageyesyesyesnonononononono
4.3.File Type ConfigurationsViewyesyesyesnonoyesyesnonoyes
Createyesyesyesnonononononono
Edityesyesyesnonononononoyes
Deleteyesyesyesnonononononono
4.4.WorkflowsViewyesyesyesnonoyesyesnonono
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
4.5.Workflow TemplatesViewyesyesyesnonoyesyesnonono
Createnononononononononono
Editnononononononononono
Deletenononononononononono
4.6.Workflow TasksViewyesyesyesnonoyesyesnonono
Createyesnonononononononono
Edityesnonononononononono
Deleteyesnonononononononono
4.7.Pricing ModelsViewyesyesyesnonoyesyesnonono
Createyesyesnononononononono
Edityesyesnononononononono
Deleteyesyesnononononononono
4.8.Translation EnginesViewyesyesyesnonoyesyesno*yesno
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
4.9.Translation MemoriesViewyesyesyesnonoyesyesyes*yesno
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
4.10.Translation UnitsViewyesyesyesnonoyesyesyes*yesno
Writeyesyesyesnonononono*yesno
Deleteyesyesyesnonononono*yesno
Importyesyesyesnonononononono
Exportyesyesyesnonononononono
Batch Edityesyesyesnonononononono
Batch Deleteyesyesyesnonononononono
4.11.Translation Memory Field TemplatesViewyesyesyesnonoyesyesyes*yesno
Createyesyesyesnonononononono
Edityesyesyesnonononono*yesno
Deleteyesyesyesnonononono*yesno
4.12.Language Processing RulesViewyesyesyesnonoyesyesyes*yesno
Createyesyesyesnonononononono
Edityesyesyesnonononono*yesno
Deleteyesyesyesnonononono*yesno
4.13.TermbasesView

(see list of termbases; cannot perform lookups)

yesyesyesyesnononoyes*yesno
Createyesyesyesyesnononononono
Edit Definition

(edit name, languages, description)

yesyesyesyesnononononono
Deleteyesyesyesyesnononononono
View Content (perform lookups)

yesyesyesyesnononoyes*yesno
Edit Content (add, edit, delete entries)yesyesyesyesnonononoyesno
Importyesyesyesyesnononono*yesno
Exportyesyesyesyesnononono*yesno
Create Sharing Link (discontinued starting late August 2024)nononoyesnononononono
4.14.Termbase TemplatesViewyesyesyesyesnononononono
Createyesyesnoyesnononononono
Edityesyesnoyesnononononono
Deleteyesyesnoyesnononononono
4.15.Entry TemplatesViewyesyesyesyesnononononono
Createyesyesnoyesnononononono
Edityesyesnoyesnononononono
Deleteyesyesnoyesnononononono
4.16.Pricing Quote TemplateViewyesyesyesnonoyesyesnonono
Createyesyesnononononononono
Edityesyesnononononononono
Deleteyesyesnononononononono
4.17.TQAViewyesyesyesnonoyesnono*yesno
Createyesyesyesnonononononono
Edityesyesyesnonononononono
Deleteyesyesyesnonononononono
4.18Termbase ConversationsView Commentsyesyesyesyesnononononono
Create Commentsyesyesyesyesnononononono
Delete own Commentyesyesyesyesnononononono
Manage Commentsyesyesyesyesnononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
5.CUSTOMERS
5.1.CustomersViewyesyesyesyesnoyesyesyesnono
Createyesyesnononononononono
Edityesyesnononononononono
Deleteyesyesnononononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
6.VENDORS
6.1.VendorsViewyesyesyesnoyesnonononono
Createyesyesnononononononono
Edityesyesnononononononono
Deleteyesyesnononononononono
Manage Usersyesyesnononononononono
6.2Vendor Order TemplatesViewyesyesyesnoyesnonononono
Createyesyesnononononononono
Edityesyesnononononononono
Deleteyesyesnononononononono
Manage Assignmentsyesyesnononononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
7.LANGUAGE CLOUD UI
7.1.GeneralLogin to Language Cloud UIyesyesyesyesyesnononoyesyes
View Dashboardyesyesyesnonononononono
View Custom Dashboard Announcementsyesyesyesyesyesnononoyesyes
View Custom Contentyesyesyesyesyesnononoyesyes
View Inboxyesyesyesnoyesnononoyesyes
View Projectsyesyesyesnonononononono
View Reportsyesyesyesnonononononono
View Data Workspacesyesyesnononononononono
View Custom Reportsyesyesyesnonononononono
View Customersyesyesyesnonononononono
View Vendorsyesyesyesnoyesnonononono
View Usersyesyesyesnonononononono
View Rolesyesnonononononononono
7.2.ResourcesView Project Templatesyesyesyesnonononononono
View File Type Configurationsyesyesyesnonononononono
View Workflowsyesyesyesnonononononono
View Workflow Templatesyesnonononononononono
View Workflow Tasksyesnonononononononono
View Custom Fieldsyesyesyesnonononononono
View Pricing Modelsyesyesyesnonononononono
View Translation Enginesyesyesyesnonononononono
View Translation Memoriesyesyesyesnonononononono
View Termbasesyesyesyesyesnononononono
View Language Processing Rulesyesyesyesnonononononono
View Machine Translation Enginesyesyesyesnonononononono
View TQAyesyesyesnonononononono
View Translation Memory Maintenanceyesyesyesnonononononono
FunctionalityPermissionAdministratorLead Project ManagerProject ManagerTerminologistVendor Project ManagerCustomer RequesterCustomer Requester RestrictedCustomer ReviewerLinguistEngineer
8.CUSTOMER PORTAL UI
8.1.Customer PortalCustomer Portalyesyesyesnonoyesyesyesnono
Costsyesyesyesnonoyesyesnonono
Dashboardyesyesyesnonoyesyesnonono
Files for Reviewyesyesyesnonononoyesnono
Projectsyesyesyesnonoyesyesnonono
Termbasesyesyesyesnonononoyesnono
TM Search via UIyesnonononoyesyesyesnono
Project Groupsyesyesyesnonoyesyesyesnono
Project Conversationsyesyesyesnonoyesyesnonono
View leverage statisticsyesyesyesnonoyesyesyesnono
Customizable Dashboardyesyesyesnonoyesyesnonono

* = 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.