Default PM role

Eugene Kuchynski — Thu, 09 Dec 2021 10:37:32 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 12/9/2021 10:37:32 AM

This article describes on of built-in roles existing in Trados Business Manager named PM.

This role should be assigned to user accounts which are treated as Project managers and have Associated vendor selected. Such documents as quotes, projects, jobs have a field name Responsible person. Value in this field is selected from the vendors list (only vendors with Staff type appear there). based on this, when you create a user in TBM linked with such vendor, application will be able to determine which quotes/projects/jobs/assignments are linked with that responsible person. Then, using default role creation criteria, application allows such users to access only documents linked with one or another PM.

This role allows access to all data, except those listed in the Type permissions table.

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

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	Object permissions	Notes
Assignment payable Assignment task	Deny	Deny	Allow	Deny	[TranslationAssignment.TranslationJob.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Or [TranslationAssignment.TranslationProject.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Or [TranslationAssignment.TranslationJob.TranslationProjectBig.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Allow Read and Write	Access to assignments where base translation job or project is assigned to a manager
Invoice Invoice item	Deny	Deny	Deny	Deny	[InvoiceDetailCollection][[TranslationJob.ResponsiblePerson.Id] = CurrentUserVendorOrClientId()] Allow Read	Allows to view invoices which contain jobs linked with a manager
Quote Quote item	Deny	Deny	Allow	Deny	[ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Allow Read and Write
Translation assignment	Deny	Deny	Allow	Deny	[TranslationJob.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Or [TranslationProject.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Or [TranslationJob.TranslationProjectBig.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Allow Read and Write	Access to assignments where base translation job or project is assigned to a manager
Translation job Translation job task Translation job receivable	Deny	Deny	Allow	Deny	[ResponsiblePerson.Id] = CurrentUserVendorOrClientId() [TranslationJob.ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Allow read and write	Access to jobs assigned to a manager
Translation project	Deny	Deny	Allow	Deny	[ResponsiblePerson.Id] = CurrentUserVendorOrClientId() Allow read and write	Access to projects assigned to a manager
User settings	Allow	Deny	Deny	Deny		Allows access to the application settings but denies to edit them