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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 |
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| 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 |
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| Dashboard |
[Title] = 'Vendor performance' Allow read |
Allows to view only one QuickReport named 'Vendor performance' |
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| File attachment | Allow | Allow | Allow | Deny |
To deliver files and invoices |
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| File data | Allow | Allow | Allow | Deny |
Linked with File attachment table |
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| 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.) |
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| Notification | Allow | Allow | Allow | Allow |
Needed to send notifications to users |
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|
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. |
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|
Quote Quote item |
Allow |
[Customer.Id] = CurrentUserVendorOrClientId() [Quote.Customer.Id] = CurrentUserVendorOrClientId() Allow Read and Write |
Access to own quotes |
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| Report | Allow |
Needed for viewing reports |
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| Scheduler | Allow | Allow | Allow | Allow |
Allows to create entries in the calendar in background when new jobs are created |
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| Settings | Allow |
Read application settings |
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| 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 |
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| Translation project | Allow |
[Customer.Id] = CurrentUserVendorOrClientId() Allow read and write |
Allows to view and create translation projects which belong to a customer |
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|
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 |
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| Unit | Allow | Read reference data | |||||
| Work type | Allow | Read reference data |
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.