User roles in XTM Cloud
There are predefined and configurable user roles available in XTM Cloud.
Each of the predefined user roles offers a different level of access to XTM Cloud. Users can have one or more roles in the system.
Note
Some of the roles cannot be combined. For example, if you have assigned a Project Manager role to a user, the same user cannot be a Limited Project Manager (PM - projects & customers, or PM - project creator & viewer).
The conflicting roles will be grayed out in the Roles list in the General info section, during user creation or editing.
Configurable user roles in XTM Cloud:
PM - project creator & viewer.
PM - projects & customers.
The Limited Project Manager roles are available by default, but you can customize them. To do so, contact XTM Support:
To request support
Visit our Support Portal.
XTM Cloud access | Administrator | Project Manager | Linguist | TM Expert | Terminologist | LPM = Limited Project Manager | ||
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PM - project creator & viewer | PM - projects & customers | |||||||
Configuration | Own user details |
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XTM Cloud Settings |
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Users |
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Except of Login history and Active sessions sub-tabs. | ||||||
Customers |
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Projects | Project list |
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Limited access to Project Editor |
Limited access to Project Editor | ||||
Templates |
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Dashboards |
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Tasks |
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Terminology |
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TM |
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Concordance |
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XTM Workbench |
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Read-only access | |||||
User roles related to the Projects require cost approval feature:
Cost Manager – this role is available if your XTM Cloud Administrator has selected the Projects require cost approval checkbox in Configuration > Data > Estimates > Cost settings. Users with the Project Manager role can be configured as Cost Managers for the relevant customer in the customer settings (Customer list > [customer name] > Edit > Basic information). Cost Managers can request approval of project costs in the Project Editor > Estimates > Costs tab.
Cost Approver – a user with this role can be created by selecting Users > User list > Add user if your XTM Cloud Administrator has selected the Projects require cost approval checkbox in Configuration > Data > Estimates > Cost settings. Cost Approvers can be assigned to the relevant customer in the customer settings (Customer list > [customer name] > Edit > Basic information). Cost Approver is a limited PM role with cost approval rights. They can approve or reject costs for the projects created by all Project Managers for the relevant customers. They can do so in the Project Editor > Estimates > Costs tab.
Requester – a user with this role can be created by selecting Users > User list > Add user if your XTM Cloud Administrator has selected the Projects require cost approval checkbox in Configuration > Data > Estimates > Cost settings. Requester is a limited PM role with cost approval rights. A Requester can only approve or reject costs for the projects that they have personally created. They can do so in the Project Editor > Estimates > Costs tab.