The following table includes the recommended permissions
for setting up a Client Manager User Type. Note that WorldServer does
not define a default Client Manager User Type.
|
Permission
|
Comments
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
|
Home tab
|
Recommended
|
|||||||
|
|
|
Announcements
|
Recommended
|
||||||
|
|
|
|
Can post announcements
|
Recommended
|
|||||
|
|
|
|
Can post HTML announcements
|
Recommended
|
|||||
|
|
|
|
Can delete announcements
|
Recommended
|
|||||
|
|
|
Can access the Content Wizard
|
|
||||||
|
|
|
Can create projects
|
Recommended
|
||||||
|
|
Assignments tab
|
Recommended
|
|||||||
|
|
|
Projects
|
Recommended
|
||||||
|
|
|
|
View drop-down menu
|
Recommended
|
|||||
|
|
|
|
|
Can view active projects assigned to user's locale
and workgroup
|
Recommended
|
||||
|
|
|
|
|
Can view completed and canceled projects assigned to user's locale
and workgroup
|
Recommended
|
||||
|
|
|
|
|
Can view all active projects
|
Recommended
|
||||
|
|
|
|
|
Can view all completed and canceled projects
|
Recommended
|
||||
|
|
|
|
Can view scoping information
|
Recommended
|
|||||
|
|
|
|
|
Can view costing information
|
Recommended
|
||||
|
|
|
|
"Change Attributes" button
|
Recommended
|
|||||
|
|
|
|
"Cancel" button
|
Recommended
|
|||||
|
|
|
|
"Change Priority" button
|
Recommended
|
|||||
|
|
|
|
"Tree View" option
|
Recommended
|
|||||
|
|
|
|
Tasks
|
Recommended
|
|||||
|
|
|
|
|
View drop-down menu
|
Recommended
|
||||
|
|
|
|
|
|
Can view all tasks
|
Recommended
|
|||
|
|
|
|
|
|
Can view assigned and claimed tasks
|
Recommended
|
|||
|
|
|
|
|
|
Can view active tasks
|
Recommended
|
|||
|
|
|
|
|
|
Can view completed and canceled tasks
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks on human steps
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks on automatic steps
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks on error steps
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks on cancel steps
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks on parallel review steps
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks on sub-workflow steps
|
Recommended
|
|||
|
|
|
|
|
|
Can view tasks with changed assets
|
Recommended
|
|||
|
|
|
|
|
"Create New Project" button
|
Recommended
|
||||
|
|
|
|
|
"Claim" button
|
Recommended
|
||||
|
|
|
|
|
"Unclaim" button
|
Recommended
|
||||
|
|
|
|
|
"Edit/Translate" button
|
Recommended
|
||||
|
|
|
|
|
|
"In Browser Workbench..." button
|
Recommended
|
|||
|
|
|
|
|
|
"In Desktop Workbench..." button
|
Recommended
|
|||
|
|
|
|
|
|
"In External Editor..." button
|
Recommended
|
|||
|
|
|
|
|
"Export" button
|
Recommended
|
||||
|
|
|
|
|
"Import" button
|
Recommended
|
||||
|
|
|
|
|
"Complete" button
|
Recommended
|
||||
|
|
|
|
|
"Cancel Tasks" button
|
Recommended
|
||||
|
|
|
|
|
|
Can cancel tasks claimed by other users
|
Recommended
|
|||
|
|
|
|
|
"Update" button
|
Recommended
|
||||
|
|
|
|
|
"Change Assignees" button
|
Recommended
|
||||
|
|
|
|
|
"Change Due Date" button
|
Recommended
|
||||
|
|
|
|
|
"Change Properties" button
|
Recommended
|
||||
|
|
|
|
|
"Download" button
|
Recommended
|
||||
|
|
|
|
|
"Upload" button
|
Recommended
|
||||
|
|
|
|
|
"Change Attributes" button
|
Recommended
|
||||
|
|
|
|
|
"Move Tasks" button
|
|
||||
|
|
|
Issues
|
Recommended
|
||||||
|
|
|
|
View drop-down menu
|
Recommended
|
|||||
|
|
|
|
|
Can view all issues
|
Recommended
|
||||
|
|
|
|
|
Can view issues assigned to user's locale and workgroup
|
Recommended
|
||||
|
|
|
Quotes
|
Recommended
|
||||||
|
|
|
|
Can create quotes
|
Recommended
|
|||||
|
|
|
|
|
Can override client settings for quote approval
|
Recommended
|
||||
|
|
|
|
Can manually change quote status
|
Recommended
|
|||||
|
|
|
|
Can update approved quotes
|
Recommended
|
|||||
|
|
|
Background Jobs
|
Recommended
|
||||||
|
|
|
|
Can create background jobs
|
Recommended
|
|||||
|
|
|
|
Can create foreground jobs
|
Recommended
|
|||||
|
|
|
|
Can view all background jobs
|
|
|||||
|
|
|
|
Can cancel, hold, or resume any background jobs
|
Recommended
|
|||||
|
|
|
|
Can cancel, hold, or resume the user's background
jobs
|
Recommended
|
|||||
|
|
|
|
Can change priority of any background jobs
|
|
|||||
|
|
|
|
Can change priority of the user's background jobs
|
Recommended
|
|||||
|
|
|
Workflow Engine Queue
|
Recommended
|
||||||
|
|
|
|
Can view all tasks
|
Recommended
|
|||||
|
|
|
|
Can cancel all tasks
|
Recommended
|
|||||
|
|
|
|
Can change priority of all tasks
|
Recommended
|
|||||
|
|
Explorer Tab
|
Recommended
|
|||||||
|
|
|
Assets Menu
|
Recommended
|
||||||
|
|
|
|
"New" option
|
Recommended
|
|||||
|
|
|
|
"View" option
|
Recommended
|
|||||
|
|
|
|
"Delete" option
|
Recommended
|
|||||
|
|
|
|
"Download" option
|
Recommended
|
|||||
|
|
|
|
"Upload" option
|
Recommended
|
|||||
|
|
|
|
"Lock" option
|
Recommended
|
|||||
|
|
|
|
"Unlock" option
|
Recommended
|
|||||
|
|
|
|
Properties" option
|
Recommended
|
|||||
|
|
|
Edit Menu
|
Recommended
|
||||||
|
|
|
|
"Copy" option
|
Recommended
|
|||||
|
|
|
|
"In Browser Workbench" option
|
Recommended
|
|||||
|
|
|
|
"In Desktop Workbench" option
|
Recommended
|
|||||
|
|
|
|
"In External Editor" option
|
Recommended
|
|||||
|
|
|
|
"Find" option
|
Recommended
|
|||||
|
|
|
Tools Menu
|
Recommended
|
||||||
|
|
|
|
"Submit" option
|
|
|||||
|
|
|
|
"Export Translation Kit" option
|
Recommended
|
|||||
|
|
|
|
"Import Translation Kit" option
|
Recommended
|
|||||
|
|
|
|
"Property Search" option
|
Recommended
|
|||||
|
|
|
|
"Clear Segment Cache" option
|
Recommended
|
|||||
|
|
|
|
"Linkage Editor" option
|
Recommended
|
|||||
|
|
|
Project Menu
|
Recommended
|
||||||
|
|
|
|
"Scope" option
|
Recommended
|
|||||
|
|
|
|
|
Can view costing information
|
Recommended
|
||||
|
|
|
|
"Create Project" option
|
Recommended
|
|||||
|
|
|
|
|
Can create projects for all workgroups
|
Recommended
|
||||
|
|
|
|
"Add to Project" option
|
Recommended
|
|||||
|
|
Tools Tab
|
Recommended
|
|||||||
|
|
|
Term Databases
|
Recommended
|
||||||
|
|
|
|
Can browse TD
|
Recommended
|
|||||
|
|
|
|
|
Can view terms outside user's locales
|
Recommended
|
||||
|
|
|
|
|
Can modify TD
|
|
||||
|
|
|
|
|
|
Can modify term statuses
|
|
|||
|
|
|
|
|
|
Can modify terms outside user's locales
|
|
|||
|
|
|
|
|
|
Can delete terms
|
|
|||
|
|
|
|
|
|
|
Can delete results set
|
|
||
|
|
|
|
|
|
|
Can purge TD
|
|
||
|
|
|
|
|
|
|
Can delete term entries
|
|
||
|
|
|
|
|
Can import terms
|
|
||||
|
|
|
|
Can export from TD
|
Recommended
|
|||||
|
|
|
|
Can add or modify public TD attributes filters
|
|
|||||
|
|
|
|
Can submit proposals
|
Recommended
|
|||||
|
|
|
Translation Memories
|
Recommended
|
||||||
|
|
|
|
Can browse TM
|
Recommended
|
|||||
|
|
|
|
|
Can modify TM during Upload
|
|
||||
|
|
|
|
|
Can modify TM
|
Recommended
|
||||
|
|
|
|
|
|
Can import entries into TM
|
|
|||
|
|
|
|
|
|
Can delete entries from TM
|
Recommended
|
|||
|
|
|
|
|
|
|
Can purge TM
|
Recommended
|
||
|
|
|
|
|
|
|
Can delete result set
|
Recommended
|
||
|
|
|
|
|
|
Can change status of TM entries
|
Recommended
|
|||
|
|
|
|
|
Can export from TM
|
Recommended
|
||||
|
|
|
|
Can add or modify public TM attributes filters
|
|
|||||
|
|
|
Personal Preferences
|
Recommended
|
||||||
|
|
|
Recommended
|
|||||||
|
|
|
Machine Translations
|
|
||||||
|
|
Management tab
|
Recommended
|
|||||||
|
|
|
User Setup
|
Recommended
|
||||||
|
|
|
|
Clients
|
Recommended
|
|||||
|
|
|
|
Users
|
Recommended
|
|||||
|
|
|
|
|
Can modify users from user's workgroup only
|
|
||||
|
|
|
|
User Types
|
Recommended
|
|||||
|
|
|
|
Vendors
|
Recommended
|
|||||
|
|
|
|
Workgroups
|
Recommended
|
|||||
|
|
|
Asset Interface System
|
Recommended
|
||||||
|
|
|
|
AIS Mounts
|
|
|||||
|
|
|
|
View and Change Properties
|
Recommended
|
|||||
|
|
|
|
|
Change System Properties
|
Recommended
|
||||
|
|
|
|
|
Change Custom Properties
|
Recommended
|
||||
|
|
|
|
AIS Property Search
|
Recommended
|
|||||
|
|
|
|
AIS Triggers
|
|
|||||
|
|
|
|
Content Categories
|
|
|||||
|
|
|
|
AIS Masks
|
|
|||||
|
|
|
Business Rule Linkage
|
Recommended
|
||||||
|
|
|
|
Locales
|
Recommended
|
|||||
|
|
|
|
Linkage
|
Recommended
|
|||||
|
|
|
|
Default Workflow Table
|
Recommended
|
|||||
|
|
|
|
Project Types
|
Recommended
|
|||||
|
|
|
|
Rules
|
Recommended
|
|||||
|
|
|
|
Recurrences
|
Recommended
|
|||||
|
|
|
Workflow
|
Recommended
|
||||||
|
|
|
|
Workflows
|
Recommended
|
|||||
|
|
|
|
|
Can edit workflows
|
Recommended
|
||||
|
|
|
|
Workflow Roles
|
Recommended
|
|||||
|
|
|
|
Workflow Phases
|
Recommended
|
|||||
|
|
|
Linguistic Tool Setup
|
Recommended
|
||||||
|
|
|
|
Term Database Setup
|
Recommended
|
|||||
|
|
|
|
TD Groups Setup
|
Recommended
|
|||||
|
|
|
|
Translation Memory Setup
|
Recommended
|
|||||
|
|
|
|
TM Groups Setup
|
Recommended
|
|||||
|
|
|
|
MT Configurations
|
|
|||||
|
|
|
|
Filter Configurations
|
Recommended
|
|||||
|
|
|
|
Filter Groups Setup
|
Recommended
|
|||||
|
|
|
|
Scoping Configurations
|
Recommended
|
|||||
|
|
|
|
Cost Models Setup
|
Recommended
|
|||||
|
|
|
|
|
Cost Models
|
Recommended
|
||||
|
|
|
|
|
Cost Model Rules
|
Recommended
|
||||
|
|
|
|
Quality Models
|
Recommended
|
|||||
|
|
|
Administration
|
|
||||||
|
|
|
|
Licenses
|
|
|||||
|
|
|
|
Notification Content
|
|
|||||
|
|
|
|
Notification Delivery
|
|
|||||
|
|
|
|
Useful Link Setup
|
|
|||||
|
|
|
|
Customization
|
|
|||||
|
|
|
|
System Logs
|
|
|||||
|
|
|
|
Authentication
|
|
|||||
|
|
|
|
Export Objects
|
|
|||||
|
|
|
|
Import Objects
|
|
|||||
|
|
General Options
|
Recommended
|
|||||||
|
|
|
Browser Workbench
|
Recommended
|
||||||
|
|
|
|
Can save asset
|
Recommended
|
|||||
|
|
|
|
Can save asset and update TM
|
Recommended
|
|||||
|
|
|
|
Can split and merge segments
|
Recommended
|
|||||
|
|
|
|
Can comment on locked segments
|
Recommended
|
|||||
|
|
|
Click and Edit
|
|
||||||
|
|
|
|
Can edit placeholders
|
|
|||||
|
|
|
Can unlock assets locked by other users
|
Recommended
|
||||||
|
|
|
Web Services
|
Recommended
|
||||||
|
|
|
|
Can remove objects using Web Services
|
Recommended
|
|||||
|
|
TransPort
|
Recommended
|
|||||||
|
|
|
Home page
|
Recommended
|
||||||
|
|
|
My Account
|
Recommended
|
||||||
|
|
|
Can view word counts and cost estimates
|
Recommended
|
||||||
|
|
|
Can view word counts only
|
|
||||||
|
|
|
Can view projects
|
Recommended
|
||||||
|
|
|
|
Can view projects created by other client users
|
Recommended
|
|||||
|
|
|
|
Can update existing projects
|
Recommended
|
|||||
|
|
|
|
|
Can update custom project attributes
|
Recommended
|
||||
|
|
|
|
|
Can update project due dates
|
Recommended
|
||||
|
|
|
|
Can create projects
|
Recommended
|
|||||
|
|
|
|
Can add files to existing projects
|
Recommended
|
|||||
|
|
|
|
Can cancel tasks or projects
|
Recommended
|
|||||
|
|
|
Can view quotes
|
Recommended
|
||||||
|
|
|
|
Can view quotes created or requested by other client
users
|
Recommended
|
|||||
|
|
|
|
Can create quotes
|
Recommended
|
|||||
|
|
|
|
Can update quotes
|
Recommended
|
|||||
|
|
|
|
|
Can update quote system info such as due dates,
assets, and locales
|
Recommended
|
||||
|
|
|
|
|
Can update custom quote attributes
|
Recommended
|
||||
|
|
|
|
|
Can update approved quotes
|
Recommended
|
||||
|
|
|
|
|
Can approve quotes manually
|
Recommended
|
||||
|
|
|
|
|
Can abandon quotes manually
|
Recommended
|
||||
