Apart from a standard Project Manager (PM) role, there are other 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 preconfigured quite differently and covers different aspects of the overall XTM Cloud project management. The next section describes their scope of capability in detail.

As mentioned at the beginning, both of those roles are preconfigured slightly differently. See a default configuration for each of them.

PM – projects & customers

1. 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.

2. 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 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 dropdowns. 

3. 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.

4. They do not have access to Users.

5. They cannot delete, archive, or reanalyze projects.

PM – project creator & viewer

1. Tabs available:

• Projects → they can see the projects list and read-only project templates list.

2. 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 dropdown);

• Translation → they can see the source language, target languages, subject matter, the For translation button, the Filter template 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, the Set tags for radio button, the Set tags for dropdowns. 

3. Project Editor → They can read projects only for specified customers and can see:

• 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;

4. They do not have access to Customers or Users.

5. They cannot delete, archive, or reanalyze projects.

The XTM International Support team is able to customize an LPM user role in the back-end, creating a greater scope for adjusting what that LPM can and cannot do. Unfortunately, this is not yet possible in the XTM Cloud UI. In this case, create a suitable JSM ticket to request this.

For example, an LPM user role can be granted access to the Users tab:

Open

An LPM role can even be completely changed into a full-fledged Project Manager role.

There are many access rights configurable on each tab in the XTM Cloud UI. The best way to review them would be for you to create a dummy user with this role, 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 have been made by our Support team.

Workflow visibility change

There are 4 options, and this is what they look like:

• MINIMAL

Open

• STANDARD

• TRUSTED

• TRUSTED_WITH_LINGUISTS