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
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 | ✅ | ✅ | ✅ | ❌ |
CMS
Owner | Admin | TMS Manager | User | |
---|---|---|---|---|
Projects | ||||
Create, update and delete Projects and edit everything within Projects. | ✅ | ✅ | ❌ | ❌ |
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 | ✅ | ✅ | ✅ | ❌ |
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 permissions
There are six default Project roles, each has its own set of permissions for the CMS and TMS modules:
- Creator: Has full access to all CMS functions including project management, databases, Grids, automation, and branches. Also full TMS project, category, job, and task management capabilities.
- Editor: Can manage CMS grids, columns, records, and translation features, with access to TMS job and task management but not higher-level TMS project or category functions.
- Localization Manager: Focuses on content and localization management with CMS grid, record, and translation access, plus full TMS project, category, job, and task management capabilities.
- TMS Admin: Has limited CMS access (mainly record updates and translation services) but comprehensive TMS management across all levels - projects, categories, jobs, and tasks.
- Translator: Has minimal CMS permissions limited to specific translation functions and column aggregation, with TMS access restricted to task-level work only.
- Viewer: Has read-only access with no editing permissions in either CMS or TMS modules.
If you need help to change 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 | ||||||
TMS Task | ||||||
Update task details, due date, priority, status, assignee | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
Eligible to transfer task assignment |