Understanding User Roles and Permissions
When creating and granting a user access to your instance, there are several roles to consider, each having varying levels of permissions and capabilities within the product,
Each User can be added to your instance with varying role permissions. These permissions allow access based on those roles at the either the Partner, Client or Project level.
There are four main User roles in ESI Analyst:
- Partner Administrator
- Client Administrator
- Project Administrator
- Project User
Partner Administrator
Partner Administrators are given permissions to manage the complete site which allows the full options for creation of Clients, Projects and Users. Partner Administrators have all of the same administrative functions as a Client administrator with the addition of the following:
- Add / Remove Partner Admins
- Add / Remove Client Admins
- Ability to Archive Clients and their Projects
- Access to site-wide usage metrics and reports
Client Administrator
Client Administrators can manage all Projects within the Client to which they are assigned.
A Client Admin has rights to the following including Project Administrator:
- Add / Remove Clients
- Add / Remove additional Client Admins
- Access to Client usage metrics and reports
- Create / Edit Projects
- Archive Projects
Project Administrator
Project Administrators are given permissions to manage all matters to which they are assigned, and only those Project assignments.
- Add / Remove additional Project Admins
- Add / Remove additional Project Users
- Assign Tag permissions
- Add / Edit / Delete Tags
- Edit Projects to which they are assigned
- Administer Machine Translation settings at the Project level
- Access to assigned project metrics
Project User
Project Users are given permissions to access all Projects to which they are assigned. This role is limited in its ability to perform editing functions.
- View Project Insights and Reports
- Access and leverage Analysis Tools
- Review Project Metadata
- Filter
- Search
- Tag
- Bulk Tag
- Create Save Searches
- View and add items to Timelines