Adding New Users

Project managers can add users from the communities page in the TMS if the Community Admin enables their access to the Community Members page.

Once you have added all the necessary users, be sure to organize them into teams based on language, projects they manage, the content they work with, or their role.

Adding Community Members - Full Project Manager

Full Project managers can

Add and invite users individually or in bulk.
Only grant them the Project Manager role or Linguist role.

To add new community members,

Choose Community from the side bar and select Community Members.
A dialog box will appear with three tabs:
1. New User
2. Existing User
3. Bulk Import

New User

On the New User tab, the Project Manager can choose to send an invite or to simply add a user.

To send an invite:

Select New Community Member.
Check the box next to Send Invite.
Enter the name and email of the user you wish to invite.
Optionally give the Project Manager role to the user by checking the box.
1. If left empty, the user will have the linguist role.
Select Save.

If an invitation is sent, the user will create their own user name and password.

If you do not wish to send an invitation:

Select New Community Member.
Do not check the box next to Send Invite.
Provide the individual with a login ID. Enter their name and email.
Optionally give the Project Manager role to the user by checking the box.
1. If left empty, the user will have the linguist role.
Enter and confirm a password for the user.
Select Save.

The user will be sent an email with their username and password. They will also be prompted to change their password the first time they login.

Existing User

An existing user is someone who belongs to the project manager's default organization but does not belong to the community they are inviting them to.

Select New Community Member.
Switch to the Existing User tab.
Type the name of the user in the search box and matches will appear. Select the correct user.
Give the user a project manager or linguist role.
Select Save.

Bulk Import

Select New Community Member.
Switch to the Bulk Import tab.
Select Choose File and upload a csv file with the following columns:
1. Name, Email, Username, Role
2. If Role is left blank, the user will be assigned the linguist role.
Choose to whether or not to send an invite.
1. If you select Send Invite, the user will be sent an email with a link to set up their own password. You also have the option to send a personal message with the email.
2. If you leave Send Invite blank, then you will assign a password to all users in the csv file. They will all be prompted to change their emails when they log in for the first time.
Select Save.
The bulk import option does two things:
1. It first looks at the Username listed in the Username column and checks if that Login ID can be associated with an existing user of the default community of the user who ran the bulk user import. If that user does exist, then that user is invited into the client's community instead of creating a new user.
2. If there isn't a user associated with that Username, then a new user is created and they are either sent an invitation or given the password you set.

Adding Community Members - Vendor Project Manager

Vendor Project Managers can:

Add, but not invite, users individually or in bulk who are from their organization.
Only grant them the Vendor Project Manager role or Linguist role.

Existing User

A vendor PM can only add users who are members of their default organization.

Select New Community Member.
Switch to the Existing User tab.
Type the name of the user in the search box and matches will appear. Select the correct user.
Give the user a vendor project manager or linguist role.
Select Save.

Bulk Import

Select New Community Member.
Switch to the Bulk Import tab.
Select Choose File and upload a csv file with the following columns:
1. Username, Role
2. If Role is left blank, the user will be assigned the linguist role.
  
  To assign a user in the bulk upload a Vendor Project Manager role, enter the value "PM"
Select Save.
The bulk import option does two things:
1. It first looks at the Username listed in the Username column and checks if that Login ID can be associated with an existing user of the default community of the user who ran the bulk user import. If that user does exist, then that user is invited into the client's community instead of creating a new user.
2. If there isn't a user associated with that Username, then a new user is created and they are either sent an invitation or given the password you set.