User Types General Options Permissions

Permissions for features including the Browser Workbench and the Click and Edit feature are set from the General Options area.

Key for recommended permissions for particular user types:

CM
Client Managers
PM
Project Managers
General Options Permission Description Recommend for...
Browser Workbench This permission groups the permissions with which you can control what a user can do in the Browser Workbench. When you select this permission, the children permissions Can save asset, Can save asset and update TM, and Can split and merge segments are also enabled. You can enable the ones just mentioned in any combination. CM, PM default
Can save asset This permission controls whether you can see the Save button in the Browser Workbench. The Save button saves the in-progress translation and generates a new copy of the target document but does not update the translation memory. CM, PM default
Can save asset and update TM This permission controls whether you can see the Save and Update TM button in the Browser Workbench. The Save and Update TM button saves the asset and updates the translation memory with new matches. However, you must also have the Can Modify TM permission enabled. If you have Can save asset and update TM but not Can Modify TM, you will not see the Save and Update TM button. CM, PM default
Tip: If you want someone to be able to propose translations, but force someone else (your linguist) to approve the translations, you can set up the User Type to exclude the Can modify TM permissions. This user would then only have the Save button available. The administrator could then set up a second user who has Can modify TM permission, and that user would see the Save and Update TM button. Conversely, the administrator can give a user access only to the Save and Update TM and disable the Save button.
Can split and merge segments This permission controls whether you can use the Split segment and Merge segment icons in the Browser Workbench. CM, PM default
Can comment or report errors on locked segments This permission lets you enter comments on segments that are locked, and report errors on those segments. CM, PM
Can clear error This permission (enabled by default for all user types except Transport) lets you clear errors reported for the segment.
Click and Edit Gives access to the Edit button in the Viewer, when you select an asset and click View. If the file type is supported for Edit, you can edit the individual segments in the file using this Click and Edit editor.
Can edit placeholders When this permission is enabled, a placeholder editor section is appended to the segment editor in the Click and Edit editor.
Can unlock assets locked by other users This permission allows you to use Explorer > Assets > Unlock to unlock assets other users have locked. This permission is intended to handle the emergency situation where you need to unlock an asset and the user that has it locked is unavailable (for example, that user is on vacation). CM
Web Services This permission is required to run all SDK Web Services. Anyone with Web Services permission can use all the APIs exposed in the system SDK Web Services library over the Web, so this permission must be granted carefully. CM, PM default, TP
Can remove objects using Web Services Disabling this permission, which is automatically enabled when you enable the Web Services permission, removes the ability of users with this user type to use Web Services to delete objects. CM, PM