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Introduction
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Introduction
Apart from a standard Project Manager (PM) role in XTM , there are other ones which roles that are available to a user, in XTM Cloud. They are called Limited Project Managers (LPMs), and there are two of them:
PM - – projects & customers;
PM - – project creator & viewer.
The above-mentioned roles differ from the standard Project Manager role in the sense that, unlike the latter, they do not have full control over almost the whole XTM UI panel since, as their names suggest, each one is pre-configured preconfigured quite differently and covers different aspects of the overall XTM Cloud project management. The next section describes in detail their scope of capacity.capability in detail.
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IMPORTANT! Keep in mind that the Limited Project Managers roles are the only user roles in XTM Cloud that can be customized on the back-end side by the XTM Support team! |
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Default configuration of LPM roles
As was mentioned at the beginning, both of those roles are pre-configured a bit preconfigured slightly differently. Please, see See a default configuration for each of them.
PM
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– projects & customers
Tabs available:
Projects → they can see the project list and read-only project templates list;
Customers → they can see the customer list, edit customer details, create and edit customer PMs , and edit inactive customers.
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Project creation:
General information → they can see the project name, customer name, description, reference ID, delivery due date, the Use previous settings checkbox, the Project template drop-down dropdown;
Translation → they can see the source language, target languages, subject matter, the For translation button, the Filter template drop-down, the Additional files checkbox with reference materials, preview files and segment ID images options for upload , and the segment filter profile;
Machine translation → they can choose an MT engine (if available);
Tags → they can see the TM penalty profiles, the Set tags for radio button, the Set tags for drop-downs dropdowns.
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Project Editor:
General → they can see the project name, customer name, description, reference ID, payment status, proposal approval status, delivery due date, subject matter, source language, target languages, created by, Project Manager, Additional services, Delivery, and Video preview selection;
Metrics → they have full access;
Workflow → they can only see workflow step names and due dates, file name, segment count , and weighted word count;
Files → they can only generate and download files;
Estimates → they can only see proposals.
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They do not have access to Users.
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They cannot delete, archive, or reanalyze projects.
PM – project creator & viewer
Tabs available:
Projects → they can see the projects list and read-only project only project templates list.
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Project creation:
General information → they can see the project name, customer name, reference ID, delivery due date, the Use previous settings checkbox, the Project template drop-down dropdown);
Translation → they can see the source language, target languages, subject matter, the For translation button, the Filter template drop-down dropdown, dropdown, additional files checkbox with reference materials, preview files and segment ID images options for upload , and the segment filter profile;
Tags → they can see a TM penalty profile, they the Set tags for radio button, the Set tags for drop-downs dropdowns.
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Project Editor → They can read projects only for specified customers and can see:
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General → they see the project name, description, reference ID, payment status, proposal approval status, delivery due date, subject matter, source language, target languages, created by, Project Manager, Additional services , and Delivery;
Metrics → they have full access;
Workflow → they can only see the file name and status (current workflow step);
Files → they can download files but cannot generate them;
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They do not have access to Customers or Users.
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They cannot delete, archive, or reanalyze projects.
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Custom LPM configuration by XTM International Support
The XTM International Support team is able to customize an LPM user role on in the back-end side, which allows for more adjustments to what , creating a greater scope for adjusting what that LPM can and cannot be done by those LPMsdo. Unfortunately, such a possibility this is not yet applied possible in the XTM Cloud UI. Therefore, you are kindly asked to raise a proper JSM ticket with such a requestIn this case, create a suitable JSM ticket to request this.
For example, an LPM user role can be granted access to the Users tab:
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Furthermore, an An LPM role can even be entirely completely changed into a full-fledged Project Manager role if you like.
There are many access rights configurable on each tab of in the XTM Cloud UI, and the . The best way to review them would be for you to create a dummy user with this role in the first place, log into XTM Cloud as this user and check the available tabs/options for yourself. It would also make it easier for you to review and validate changes after they are have been made by our support Support team.
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IMPORTANT! A standard Project Manager role |
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cannot be customized! |
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Common requests
Workflow visibility change
There are 4 options, and this is what they look like:
MINIMAL
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STANDARD
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TRUSTED
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TRUSTED_WITH_LINGUISTS
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