Before Inviting members to your Gridly company, you need to understand that a member in your company has two roles (Company role and Project role) and belongs to one or many company groups.
What is Company role?
A company can have many members. Each member in a company have their own Company roles.
Company roles define a user's right at the higher, company level. By default, there are four Company roles: Owner, Admin, TMS Manager, and User. Each will have its own set of permission.
Company role permissions are organized into three main categories:
- Company Management: Controls access to company-wide settings and administrative functions.
- CMS: Governs access to the CMS module and its features.
- TMS: Controls access to TMS module and its features.
| Role | Owner | Admin | TMS Manager | User |
|---|---|---|---|---|
| Privileges |
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|
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For a detailed breakdown of Company role permissions, refer to this article: Permission Overview
Learn how to manage Company roles: Managing Company roles.
What is Project role?
Project roles dictate how members can interact with content in a given Project. There are six default Project roles, each has its own set of permissions for the CMS and TMS modules:
| Role | Creator | Editor | Localization Manager | TMS Admin | Translator | Viewer |
|---|---|---|---|---|---|---|
| CMS Privileges |
Full CMS module access |
Manage Grids, columns, records, translation features |
Manage Grids, columns, records, translation features |
Update records, run machine translation | Use translation features | Read-only access |
| TMS Privileges | Full TMS module access | Manage TMS jobs and tasks | Full TMS module access | Full TMS module access | Access to TMS tasks only |
For a detailed breakdown of Project role permissions, refer to this article: Permission Overview
Learn change a member's Project role: Manage members in your company
Project roles can only be customized if you are on the ENTERPRISE plan. To add a customized project role:
- Go to Company settings → Project role (or open this link: https://app.gridly.com/company-settings/project-roles/4), then click Add Role.
- Grant the necessary permissions for both the CMS and TMS modules.
The differences between Company roles and Project roles
Each member of your company has two roles, which are Company role and Project role.
- Project role dictates how a member can interact with content in a given project across both CMS and TMS modules
- Company role defines a member's rights at the higher, company level.
What is a Company Group?
A Company Group is a group of members who have access to the specified projects/databases and shared views. Each member of a company belongs to a company group.
There are 2 default company groups in Gridly:
- Full access: have the full access to every Grids and their shared views. Members whose Company roles are admins and owners are automatically added to this company group.
- Translator: have access to views that are shared by the Owner or Admin.
You can edit accesses of a company group and add more members to the group in the Company settings. Learn how to manage groups: Groups.