The Project Manager Role

In general, companies have internal project managers that are responsible for their translation projects. On Cloudwords, customers can add users whose assigned role is Project Manager

Here are a few questions and answers that will help understanding how the role of Project Manager works on Cloudwords. 

1) How can I add Project Managers to my Cloudwords account?

2) How do I add Project Managers to a particular translation project?

3) What can a Project Manager do and view in an account?

 

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1) How can I add Project Managers to my Cloudwords account?

To add a Project Manager to your account: 

- Sign in to your Cloudwords account (you must be an Administrator for the account - if you are not, you need to ask your account's Admin to do it). 

- Click the Settings link on top of any page and choose the User Management option. 

- Click the New User button. 

- On the New User page, add their information (Name, Email) and, under Role, select the Project Manager option

- Click Save

The newly added user will receive a notification email from Cloudwords inviting them to confirm their registration to your account by verifying that they own the email address you used when adding them to your account. 

 

2) How do I add Project Managers to a particular translation project?

There are two ways you can add a reviewer to one of your projects. 

A) When you are creating a project 

- After you click the Start a new project button to create a translation project, you will have to go through a few screens to create your project (also called the Project Creation Wizard). 

    - On the first screen of the project creation wizard, the Project followers section is where you decide which other users on your Cloudwords account are going to be added to that project. 

    - To add a Project Manager, simply select their name and click the Add+ button

 

B) If your project has already been created:

- From your Projects Tab on your account, find the project you want to add the Project Manager to and click the project name. 

- The specific Project Overview tab will open, where you can see all the project's details. 

- On the Project Overview page, look for the Followers section. 

- On the Followers section, click the Edit button

- A new page will be displayed. Look for the Project Followers section. On that section, select the user you want to add to your project from the drop down list, and click the Add+ button. You can also remove current followers from your project if you want. 

- Click the Save Changes button to save your settings and return to the Project Overview page. 

 

3) What can a Project Manager do and view in an account?

Project Managers are able to view every project, all the reports and the vendor directory on the Cloudwords account.

Specifically, Project Managers are able to:

- download any file

- create projects and fully manage them (including bidding out, choosing a winning bid, canceling it, creating change orders, requesting revisions, approving any and all translations).

 

Project Managers have access to the following areas of their Cloudwords account (or department):

- Settings > My Account. They can modify everything except their role and department.

- All open and closed projects. 

- All reports. 

- Vendor directory, including their Company or Department reviews. 

Project Managers do not have access to the following areas of their Cloudwords account:

- Settings > any section that is not related to their personal account


Note: The ability to assign Roles to users, including Project Managers, is only available for customers of the Cloudwords Professional Edition. Learn more.

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