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Permission overview

Table of contents:

Each member in your company has two roles: Company role and Project role. This article outlines the different actions that can be taken by members depends on their Company role and Project role.

Click here to learn more about Company Roles, Project Roles and Company Group.

Company role

There are four default Company roles: Owner, Admin, User, and TMS Manager. Each has its own set of permission which are organized into three main categories:

  • Company management: Controls access to company-wide settings and administrative functions
  • CMS: Governs access to the CMS module
  • TMS: Controls access to the TMS module

For more information on Company roles, refer to this article: Managing Company roles.

Company management

  Owner Admin TMS Manager User
Billing
Add/change payment information ✅ ❌ ❌ ❌
Upgrade/downgrade subscription plan
View billing history and billing details
Company information
Update name, logo, description ✅ ❌ ❌ ❌
Company security
Enforce and stop Two-factor authentication (2FA) ✅ ❌ ❌ ❌
Set Single Sign-on
Company statistics
View company statistics ✅ ✅ ✅ ❌
Groups
Add or delete groups ✅ ✅ ❌ ❌
Add or remove members from a group
Grant Group access to Project, Database, Grid/Branch and View
Company roles
View default roles' permissions ✅ ✅ ❌ ❌
Create/update or delete Custom roles
Members
Accept/remove invitations ✅ ✅ ❌ ❌
Activate/deactivate members
Delete a member
Update a member's Company roles
Update a member's Project roles
API keys
Add/remove API keys ✅ ✅ ❌ ❌
Company integrations
Install/uninstall, and manage integrations for the company ✅ ✅ ❌ ❌
Projects
Create, update and delete Projects ✅ ✅ ❌ ❌
Have all the privileges of a Creator under a Project
Create, update and delete Templates
Translation memory
Import/export strings into a TM ✅ ✅ ✅ ❌
Create, update, cleaning a TM
Assign a TM to Projects
Synchronize TM
Manage Audit Log
Grant ability to access company Audit log ✅ ✅ ❌ ❌
Gridly QA
Define and manage Gridly QA settings ✅ ✅ ✅ ❌
Run Gridly QA
LQA
Set default LQA Model ✅ ✅ ✅ ❌
Define custom LQA model
Glossary
Create, update and delete a Glossary ✅ ✅ ✅ ❌
Add, edit, and remove terms in a Glossary
Custom Tags
Add, edit or remove custom Tag list ✅ ✅ ✅ ❌
Add, edit or delete tags in custom Tag list
Locales
Add/remove languages in locales setup ✅ ✅ ❌ ❌
Manage Translation Import
Grants ability to toggle showing warning and choose default merge cell option ✅ ✅ ✅ ❌
Manage Segmentation Rule
Grant ability to add, edit, and delete segmentation rule ✅ ✅ ❌ ❌

CMS

  Owner Admin TMS Manager User
Projects
Create, update and delete Projects. Edit everything within Projects. Grant the ability to use Translation Analysis in Grids. ✅ ✅ ❌ ❌
Gridly Lambda function
Create, update, and delete Gridly Lambda functions and track function logs. ✅ ✅ ❌ ❌
Queries
Access and manage query functions ✅ ✅ ❌ ❌
Workflow
Manage workflow ✅ ✅ ❌ ❌
CDN
Manage CDN ✅ ✅ ❌ ❌

TMS

  Owner Admin TMS Manager User
Manage TMS
Grant ability to manage the TMS module. Grant the ability to use Translation Analysis in Jobs. ✅ ✅ ✅ ❌
Project assignment
Can be assigned to projects ✅ ✅ ✅ ❌
Category assignment
Can be assigned to categories ✅ ✅ ✅ ❌
Job assignment
Can be assigned to jobs ✅ ✅ ✅ ❌
Task assignment
Can be assigned to tasks ✅ ✅ ✅ ✅

 

Project role

There are six default Project roles, each has its own set of permissions for the CMS, TMS, and Localization Agent. If you need help changing a member's Project Role and Company Role, click here.

CMS

  Creator Editor Localization Manager TMS Admin Translator Viewer
Project member
Edit project member's role ✅ ❌ ❌ ❌ ❌ ❌
Share group to project
Database
Create, update, delete, backup, restore databases ✅ ❌ ❌ ❌ ❌ ❌
Grid
Create, update, delete, duplicate, back up, restore Grids ✅ ❌ ❌ ❌ ❌ ❌
Manage Dependency ✅ ✅ ❌ ❌ ❌ ❌
Import/Export data on grid ✅ ✅ ✅ ❌ ❌ ❌
Import Warning settings ✅ ❌ ❌ ❌ ❌ ❌
Manage Grid setting
Export History ✅ ✅ ✅ ❌ ❌ ❌
Push to memoQ/Phrase ✅ ❌ ❌ ❌ ❌ ❌
Run AutoQA
Run in Google Connector
Run Gridly QA ✅ ✅ ✅ ❌ ✅ ❌
Automation
Create, update, delete automation ✅ ❌ ❌ ❌ ❌ ❌
Branch
Create, update, delete and merge branches ✅ ❌ ❌ ❌ ❌ ❌
Access views
Create, update & delete access views ✅ ❌ ❌ ❌ ❌ ❌
Show/Hide columns in access views
Add/Remove/Update View filter/sort
Enable/disable share view
Edit column aggregation ✅ ✅ ✅ ❌ ✅ ❌
Column
Create, update, delete, reorder columns ✅ ✅ ❌ ❌ ❌ ❌
Manage path
Record
Create, delete, reorder records ✅ ✅ ✅ ❌ ❌ ❌
Update record ✅ ✅ ✅ ✅ ✅ ❌
Format cell's color ✅ ✅ ✅ ❌ ✅ ❌
Export record history ✅ ✅ ✅ ✅ ✅ ❌
Translation
Edit cell of assigned languages ✅ ❌ ❌ ❌ ✅ ❌
Import/Export localization ✅ ❌ ❌ ❌ ✅ ❌
Add new terms to Glossary ✅ ✅ ✅ ❌ ✅ ❌
Use Machine translation service ✅ ✅ ✅ ✅ ❌ ❌
Ticket
Create, Edit, Delete ticket ✅ ✅ ✅ ✅ ✅ ❌

TMS

  Creator Editor Localization Manager TMS Admin Translator Viewer
TMS Project
Update project details, due date, priority, assignee ✅ ❌ ✅ ✅ ❌ ❌
Eligible to transfer project assignment
TMS Category
Create, delete category ✅ ❌ ✅ ✅ ❌ ❌
Update category details, due date, priority, assignee
Eligible to transfer category assignment
TMS Job
Create, delete job ✅ ✅ ✅ ✅ ❌ ❌
Update job details, due date, priority, target settings, status, assignee
Eligible to transfer job assignment
Bypass QA report errors to deliver job ❌
TMS Task
Update task details, due date, priority, status, assignee ✅ ✅ ✅ ✅ ✅

❌

Localization Agent

  Creator Editor Localization Manager TMS Admin Translator Viewer
Manage Localization Agent                                                                                                                                                                        
Manage kits ✅ ✅ ✅ ❌ ❌ ❌
Executing exiting kits   ✅
  Push kit results to Grid   ✅