Trados Business Manager – End of Life Announcement

Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?

  • End of Services: RWS will no longer provide any services related to the installation or updating of TBM.
  • Existing Installations: TBM will remain functional where already installed, but the RWS support team will not offer assistance in troubleshooting issues, addressing reported problems, or providing further development for TBM.
  • Documentation: The TBM documentation has been removed from docs.rws.com.
  • Community Support: The community forum for TBM will remain accessible in a read-only format for users to reference if needed.

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Default Customer role

In addition to Admin and User default roles, SDL Trados Business Manager has a predefined role called Customer.

This role should be assigned to all user accounts created for customer who will be able to access portal for customers. In addition to a role, Associated customer field must be filled for such users. By default, Customer role allows customers to:

  • Change own password for accessing a portal
  • View and edit own profile
  • Create quote requests, create new projects and jobs, with possibility to upload files and provide additional instructions
  • View ongoing and past quotes, translation projects and jobs, including pricing and volumes information
  • View invoices issued by a user and status of their payment
  • View number of QuickReports to assess cooperation with a user

You are fully free to change default permissions defined in the Customer role. However, if you unintentionally remove permissions which are mandatory for correct working of a customer's portal, then application will automatically return these permissions after clicking Save button in the role editing window.

Below you will find explanation of every permission setting in the Customer role.

Navigation permissions

Translation assignments Allows to view all assignments. Special limited list of assignment will be opened with buttons to deliver files.
My details

Allows to view user's form which allows to change password for a vendor's user.
QuickReports

View list of available reports (allowed by security system)
Credit notes

View list of credit notes issued by a user
Customer's dashboard

Dashboard showing ongoing quotes, projects and jobs on a single screen, as well as few charts
Invoices View all invoices issued for a customer, along with their status of payment
Payments View all payments registered by a user for a customer
Quotes View all quotes (available for acceptance and past quotes) and create quote requests
Translation jobs View and create translation jobs (tasks with single language pair)
Translation projects View and create translation projects (multiple language pairs)

This means that navigation tree on the left will contain only 2 links: to open translation assignments and my details.

Type permissions

While navigation permissions control contents of the navigation tree and do not control access right to actual data, type permissions serve exactly for this - to define a data allowed/denied to be read, written, created or deleted by users with this role. By default access to all data is denied in the Customer role.

This means that even if navigation permission allows to open translation project list, attempt to do this will lead to fully empty list of projects, because it is not allowed to read (nor write, create and delete) data. So, the task of Type permissions table is to define what is allowed to read/write/create/delete. In this list you can see what is allowed by default in the Customer role:

Type Read Write Create Delete Member permissions Object permissions Notes
User Allow      

Change password on first logon

Criteria: [Oid] =

CurrentUserId()

Allow write

Stored password

Criteria: [Oid] =

CurrentUserId()

Allow write

 x

Needed to allow user to change own password

Read permission for all users is needed to determine users for sending notifications
Application setting Allow Allow Write permission for application settings - internal temporary data is stored in this table
Country Allow            
Currency Allow            
Customer

[Id] = CurrentUserVendorOrClientId()

Allow Read and Write

Access to own customer profile
Dashboard          

[Title] = 'Vendor performance'

Allow read

Allows to view only one QuickReport named 'Vendor performance'
File attachment Allow Allow Allow Deny    

To deliver files and invoices
File data Allow Allow Allow Deny    

Linked with File attachment table
File type Allow Allows to view file types

Fuzzy type

Fuzzy type kit

Fuzzy type kit detail

 Allow           Allows to read information from fuzzy schemes

Invoice

Invoice item

 Allow

[Customer.Id] = CurrentUserVendorOrClientId()

[Invoice.Customer.Id] = CurrentUserVendorOrClientId()

Allow Read and Write

 Allows to create invoices with own vendor value.
Language Allow Allow          
Language pair Allow Allow           

Model difference

Model difference aspect

 Allow Allow Allow      

Used to store individual user settings (column in tables, etc.)
Notification Allow Allow Allow Allow    

Needed to send notifications to users

Payment

Payment details

[Customer.Id] = CurrentUserVendorOrClientId()

[Payment.Customer.Id] = CurrentUserVendorOrClientId()

Allow Read and Write

 Allows to view own payments
Price-list Allow Allow

Allows to read own price-list. Write permission allows to make changes in background, editing in UI is prohibited.

Quote

Quote item

 Allow

[Customer.Id] = CurrentUserVendorOrClientId()

[Quote.Customer.Id] = CurrentUserVendorOrClientId()

Allow Read and Write

Access to own quotes
Report Allow          

Needed for viewing reports
Scheduler Allow Allow Allow Allow

Allows to create entries in the calendar in background when new jobs are created
Settings Allow          

Read application settings
Software application Allow            

Specialization

Specialization category

 Allow Read reference data
Tax Allow            

Translation job

Translation job task

Translation job receivable

  

[Customer.Id] = CurrentUserVendorOrClientId()

[Translation job.Customer.Id] = CurrentUserVendorOrClientId()

Allow read and write

Allows to view translation jobs which belong to a customer
Translation project Allow  

[Customer.Id] = CurrentUserVendorOrClientId()

Allow read and write

Allows to view and create translation projects which belong to a customer

Translation job task

         Fuzzy type; Unit; Work type

Needed to allow to view fuzzy type, unit and work type in assignments, because tasks in assignments are based on job tasks
Unit Allow Read reference data
Work type Allow           Read reference data
* Empty cell means 'Deny'

As you see, two functions were used in the Object permissions column: CurrentUserVendorOrClientId() and CurrentUserId(). Description of these functions can be found in the Default Vendor role article.