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Roles and what they can do

For admins2 min readUpdated for v4.0

Your view

A role decides what a person can see and do, and what their Home shows. Give each person the smallest role that lets them do their job.

1. The roles

Section titled “1. The roles”

Open Workspace › Users & TeamsOpen Members (Ctrl K / ⌘ K) and scroll to the bottom. What each role can do lists every role in your organization.

What each role can do: Viewer, Tester, QA lead, Owner, Manager, Admin, Linguist, Reviewer, Language lead, Finance viewer and Compliance auditor (Manage view)
What each role can do: Viewer, Tester, QA lead, Owner, Manager, Admin, Linguist, Reviewer, Language lead, Finance viewer and Compliance auditor (Manage view)

Manage view

What each role can do: Viewer, Tester, QA lead, Owner, Manager, Admin, Linguist, Reviewer, Language lead, Finance viewer and Compliance auditor (Hands-on view)
What each role can do: Viewer, Tester, QA lead, Owner, Manager, Admin, Linguist, Reviewer, Language lead, Finance viewer and Compliance auditor (Hands-on view)

Hands-on view

Role Give it to Their Home shows Main button
Admin Whoever sets up the organization Users & roles, single sign-on, spend Invite people
Owner A business owner who signs off releases Can we ship?, spend against the limit, top risks Show me why
Manager Heads of product or QA Who is on what, approvals, oldest bugs Review approvals
QA lead The person who runs a testing project Latest runs, new bugs, can we ship? Run tests
Tester People who run tests and check bugs My tasks, bugs to recheck, recent runs Start task
Language lead The person who runs a localization project Language status, my queue, who is on what Open language status
Linguist Translators My queue, due soon, sent back to me Next task
Reviewer In-country reviewers My queue, due soon, sent back to me Next task
Finance viewer Finance. Read-only. Spend vs limit, by project, by model Open cost
Compliance auditor Risk and audit. Read-only. Can we ship?, accessibility, audit log Export evidence
Viewer Anyone who only needs to look. Read-only. Their projects, runs and bugs

Linguist, Reviewer, Language lead, Finance viewer and Compliance auditor are presets: ready-made roles built for that job. A linguist or reviewer sees only Home, Languages, Team and Settings.

2. Change a person’s role

Section titled “2. Change a person’s role”
  1. On Members, choose the person. Their panel opens.
  2. Choose a new 1 Role.
  3. Choose 2 Save role.
A member's panel: their projects and sign-ins, the Role list, Save role, End all sessions and Remove from organization (Manage view)
A member's panel: their projects and sign-ins, the Role list, Save role, End all sessions and Remove from organization (Manage view)

Manage view

A member's panel: their projects and sign-ins, the Role list, Save role, End all sessions and Remove from organization (Hands-on view)
A member's panel: their projects and sign-ins, the Role list, Save role, End all sessions and Remove from organization (Hands-on view)

Hands-on view

The panel also shows their projects, two-step sign-in and where they are signed in. 3 End all sessions signs them out everywhere. 4 Remove from organization takes away their access; their work stays.

TranscriptWhat each role can do explains every role. Open a person to see their role, even a custom one, and change it there.

What’s next

Section titled “What’s next”
Invite people and give them rolesSend invitations with the right role.
Add people to a projectA role for each project.
People and accessReview who holds which role.