User Type Management Tab Permissions

The Management tab contains most of the administrative configuration options of WorldServer. Typically, only administrators have these permissions.

If you want to create "restricted users", who can modify only users in their own workgroup, use the Can modify users from user's workgroup only permission.

When a restricted user creates a new user or modifies an existing user:

The available selection of locales, workgroups, and workflow roles is limited to the restricted user’s locales, workgroups, and workflow roles.
The available selection of user types is limited to user types used by all users within the restricted user’s workgroup.
A new or modified user created by a restricted user must be in at least one of the workgroups. An unrestricted user can create users not belonging to any workgroup.

Note the following:

A restricted user can take himself or herself out of a workgroup. This will cause all users in this workgroup be inaccessible to the restricted user unless they share at least one other workgroup with the restricted user.
If a restricted user changes a user type for a user and there is no other user with this user type in the restricted user's workgroups, then this user type cannot be used by the restricted user.

Key for recommended permissions for particular user types:

CM: Client Managers
PM: Project Managers

Management Tab Permission	Description	Recommend for...
User Setup	Gives access to Management > User Setup, in which you can add and modify users and User Types.	CM, PM
Clients	Gives access to Management > User Setup > Clients, in which you can add and modify clients.	CM, PM default
Users	Gives access to Management > User Setup > Users, in which you can add and modify users. User permissions depend on the user type to which the user is assigned. This permission allows you to modify any user in the system, no matter which workgroup they belong to.	CM, PM
Can modify users from user's workgroup only	If you want the user to be able to modify only users in his or her workgroup, set this permission. A user with this permission set can be thought of as a “restricted user.” A restricted user cannot see and manage the Admin user regardless of the groups assignment. See the topic introduction.	PM
User Types	Gives access to Management > User Setup > User Type, in which you can add and modify user types. User types determine what portion of the UI users can access.	CM
Vendors	Gives access to Management > User Setup > Vendors, in which you can add and modify vendors. Vendors are the organizations that perform the actual localization of assets. They are sometimes referred to as language service providers (LSPs).	CM, PM
Workgroups	Gives access to Management > User Setup > Workgroups, in which you can add and modify workgroups. Workgroups represent a group such as a department or business unit that only needs access to specific assets.	CM
Asset Interface System	Gives access to Management > Asset Interface System, in which you can configure, manage, and search the Asset Interface System mounts, assets, triggers, content categories, and masks.	CM, PM default
AIS Mounts	Gives access to Management > Asset Interface System > AIS Mounts, in which you can add, delete, or modify a mount.
View and Change Properties	Gives access to Management > Asset Interface System > View and Change Properties, in which you can view and change the properties for folders and assets in the Asset Interface System.	CM
Change System Properties	With this permission, when you go to Management > Asset Interface System > View and Change Properties and click Change for an asset, you can see and change the system properties, for example, locales, translation memory, encoding, and ACLs.	CM
Change Custom Properties	With this permission, when you go to Management > Asset Interface System > View and Change Properties and click Change for an asset, you can see and change the custom properties that have been created for this WorldServer instance.	CM
AIS Property Search	With this permission, when you go to Management > Asset Interface System > AIS Property Search, you can search through the AIS for assets with particular AIS properties.	CM
AIS Triggers	With this permission, when you go to Management > Asset Interface System > AIS Triggers, you can add or modify triggers defined for the AIS. An AIS trigger is an action invoked by the occurrence of an event in the AIS (for example, save or create). Trigger actions must first be installed in Management > Administration > Customization.
Content Categories	With this permission, when you go to Management > Asset Interface System > Content Categories, you can create content categories, which must be in place for use in the WorldServer Content Wizard. Note: This permission only takes effect if `display_content_wizards=true` in general.properties, because without that setting the Content Wizard is disabled.
AIS Masks	With this permission, when you go to Management > Asset Interface System > AIS Masks, you can add or modify masks to control what content users can view.
Business Rule Linkage	Gives access to Management > Business Rule Linkage, in which you can create and manage locales, linkage, the default workflow table, rules, and recurrences.	CM, PM default
Locales	With this permission, when you go to Management > Business Rule Linkage > Locales, you can create and modify locales.	CM, PM default
Linkage	With this permission, when you go to Management > Business Rule Linkage > Linkage, you can specify the correspondence between folders and assets for different locales, indicating where to save the translated content.	CM, PM default
Default Workflow Table	With this permission, when you go to Management > Business Rule Linkage > Default Workflow Table, you can specify the default workflow to use when translating a particular source asset for a particular source locale.	CM, PM default
Project Types	With this permission, when you go to Management > Business Rule Linkage > Project Types, you can create and modify project types in WorldServer.	CM, PM default
Rules	With this permission, when you go to Management > Business Rule Linkage > Rules, you can create rules to automate many aspects of managing content globalization. Rules can automate project creation and notify users under specified circumstances.	CM, PM default
Recurrences	With this permission, when you go to Management > Business Rule Linkage > Recurrences, you can define schedules to be used for business rule execution.	CM, PM default
Workflow	Gives access to Management > Workflow, in which you can create and manage workflows and workflow roles.	CM, PM default
Workflows	With this permission, when you go to Management > Workflow > Workflows, you can create or modify steps, assignees, and logic to automate a process. Note: This permission automatically enables the Can edit workflows permission. Disable that permission if you want the user to view workflows, but not add or modify workflows.	CM, PM default
Can edit workflows	With this permission, you can go to Management > Workflow > Workflows to add or delete workflows as well as modify workflow phases using the Workflow Editor.	CM, PM default
Workflow Roles	With this permission, when you go to Management > Workflow > Workflows, you can create or modify workflow roles to be used as workflow assignees.	CM, PM default
Workflow Phases	With this permission, when you go to Management > Workflow > Workflow Phases, you can create or modify workflow phases, a grouping of workflow steps for tracking purposes.	CM, PM
Linguistic Tool Setup	Gives access to Management > Linguistic Tool Setup, in which you can create and manage translation memories, TM groups, term databases, file type configuration, scoping configuration, and cost models.	CM, PM default
Term Database Setup	With this permission, when you go to Management > Linguistic Tool Setup > Term Database Setup, you can create, delete, and configure terminology databases. Note: The terminology database you create is an empty container.	CM, PM default
TD Sequences Setup	With this permission, when you go to Management > Linguistic Tool Setup > TD Sequences Setup, you can create and delete groups of terminology databases.	CM, PM default
MultiTerm Servers Setup	With this permission, when you go to Management > Linguistic Tool Setup > MultiTerm Servers, you can manage connections to MultiTerm Server termbases.
Translation Memory Setup	With this permission, when you go to Management > Linguistic Tool Setup > Translation Memory Setup, you can create and delete translation memories. Note: The translation memory you create is an empty container.	CM, PM default
TM Sequences Setup	With this permission, when you go to Management > Linguistic Tool Setup > TM Sequences Setup, you can create and delete groups of translation memories.	CM, PM default
MT Configurations	With this permission, when you go to Management > Linguistic Tool Setup > TM Sequences Setup, you can create and delete MT adapter configurations.
File Types	With this permission, when you go to Management > Linguistic Tool Setup > File Types, you can view and modify file types. File type configurations allow you to customize how file types segment the information for translation.	CM, PM default
File Type Groups Setup	With this permission, when you go to Management > Linguistic Tool Setup > File Type Groups Setup, you can create and modify file type groups. File type groups enable you to: Configure multiple file types for a single MIME type. Assign multiple file type configurations for a single AIS property value.	CM, PM
Scoping Configurations	With this permission, when you go to Management > Linguistic Tool Setup > Scoping Configurations, you can add, delete, and modify scoping configurations. A scoping configuration is a collection of ranges that describe the quality of a translation memory match.	CM, PM
Cost Model Setup	With this permission, when you go to Management > Linguistic Tool Setup > Cost Models Setup, you can create, modify, and delete cost models and cost model rules. Note: When you select this permission, the Cost Models and Cost Model Rules permissions are automatically enabled.	CM, PM
Cost Models	With this permission, when you go to Management > Linguistic Tool Setup > Cost Models Setup > Cost Models, you can create, modify, and delete cost models.	CM, PM
Cost Model Rules	With this permission, when you go to Management > Linguistic Tool Setup > Cost Models Setup > Cost Model Rules, you can create, modify, and delete cost model rules, which delineate the amount of a charge or discount and the condition under which this charge or discount takes place.	CM, PM
Quality Models	With this permission, when you go to Management > Linguistic Tool Setup > Quality Models, you can add, delete, and modify quality models, which enable you to categorize translation errors, to track trends and create quantifiable measures of the quality of a translation.	CM, PM
Administration	Gives access to Management > Administration, in which you can configure email, authentication, and useful links; customize WorldServer components; view diagnostic information; and add new license keys.
Licenses	With this permission, when you go to Management > Administration > Licenses, you can view and add software license keys. If a license key is not installed for a component, neither the component itself, nor the permissions governing it, will appear in the user interface.
System Information	With this permission, when you go to Management > Administration > System Information, you can see and modify all the deployed hotfixes and installation information for future reference, in an easy-to-use table format. Any user with this permission enabled can view and edit the System Information section.
System Monitor	With this permission, when you go to Management > Administration > System Monitor, you can configure system monitoring settings and obtain JVM thread dumps and database statistics, which are especially useful for troubleshooting potential issues.
Notification Content	With this permission, when you go to Management > Administration > Notification Content, you can configure the message content of notifications sent to users.
Notification Delivery	With this permission, when you go to Management > Administration > Notification Delivery, you can configure the settings for notification delivery.
Useful Link Setup	With this permission, when you go to Management > Administration > Useful Link Setup, you can create links to be displayed on the Home tab for particular workgroups or locales.
Customization	With this permission, when you go to Management > Administration > Customization, you can customize WorldServer by adding the component types listed.
System Logs	With this permission, when you go to Management > Administration > System Logs, you can view WorldServer system logs.
Garbage Collection	With this permission, when you go to Management > Administration > Garbage Collection, you can configure settings for database cleaners.
Authentication	With this permission, when you go to Management > Administration > Authentication, you can configure the authentication settings for WorldServer.
Spell Check	With this permission, when you go to Management > Administration > Spell Checking, you can specify a custom dictionary as well as languages that will be enabled or disabled during the checking. Spell checking requires the appropriate licenses, and a custom SDK-based interface must be implemented for it.
Export Objects	With this permission, when you go to Management > Administration > Export Objects, you can export WorldServer objects to an XML format file, so you can then import the objects into another WorldServer instance.
Import Objects	With this permission, when you go to Management > Administration > Import Objects, you can import the WorldServer objects that you exported to an XML format file.