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Contents
- Overview
- Adding a team member
- Adding custom roles
- Adding members to Workflow steps
- Single Sign On (SSO)
Overview
As you manage your organization in Qordoba, you may need to add and remove internal users. This article will teach you how to manage your team members and their permissions.
To navigate to where you can manage team members, go to the Team tab in Qordoba.
Adding a team member
To add a new team member, go to Team. Here, you will see all current Team members. Click Invite new member. Type their email address in the field on the right of the screen and click Add.
You will then be asked to select an access level for the new member. Click the desired level and then click Confirm.
Depending on the access level, you might be asked to specify Workspace Access to determine what Workspaces the new team member should be able to see.
The new member has now been added to the list of existing members. You can always click on the member’s name and click the pencil icon to edit or update their permissions.
Permissions
When you add new users to Qordoba, you have the ability to assign the person a specific set of permissions. Qordoba has 3 default permissions:
• Owner
• Full Access
• Restricted Access
Qordoba also gives you the ability to create custom user permission roles to fit your company's needs and workflow.
Owner
The owner is the administrator of the account. This person will have the ability to:
• View and create reports
• View all, create new and delete workspace content and workspace
• Invite and remove users
• Manage and create new user permissions
• Manage and create workflows
• Setup and manage Single Sign-On (SSO)
• Manage billing
You may have more than one owner in the account. Only owners will be able to designate other owners. Please let us know if you wish to add multiple users as Owners.
Full Access
A full access user has the same permissions as the owner, but will not have the ability to delete workspaces/content, access organization settings, or billing.
The owner can designate full access to specific workspaces or to all workspaces. Full access users are generally an employee of your company.
Restricted Access
A restricted access user will only have access to workspaces they have been added to. They cannot invite users or create workspaces. Restricted users are typically freelancers that have been added to help translate some of the content.
Custom Role
You are also able to create a custom role that caters to your organization's needs and corresponds to the workflow you wish to have in Qordoba.
Adding custom roles
Members can be added to roles that determine their permissions within Qordoba.
To create a role, go to User Menu > Organization Settings and on the left navigation click Roles.
Name your role and select the permissions that should be Enabled. You can select the following types of permissions:
• Terms Management
• Translation Memory
• Admin
• Content
• String
• Web
• Mobile
Click Create when you’ve made your selections.
Adding members to Workflow steps
You can select which team members should be a part of certain workflow steps. Go to Workspace > Workflow and click Manage Team to edit team members.
Add/remove the team members you want to include as part of the step and click Save.
You can also + Add deadline and + Add automation to the workflow step. For more information on Automations, please click here.