Manage user roles to enable access to Drive content

Overview

As a project manager or admin, when you add a user to your Smartcat corporate account and workspace, you can assign them a specific role. Each role grants different levels of access rights. You can explore the various preset roles and their corresponding access levels for account users.

Roles such as Administrator, Project Manager, and Resource Manager can access content stored in Drive. Roles like Language Lead and Linguist do not have Drive access and can only interact with documents as assigned to their tasks.


Identify restricted access

If a user encounters a restricted access screen while trying to open a document or folder in Drive, their current role does not have the required permissions.

Restricted access screen shown in Drive when a user's role lacks permissions


Upgrade a user's permissions

To upgrade a user's permissions so they can view and edit content in Drive, use one of these options.

  1. Change the user's role to Resource Manager, as shown below

    Animated walkthrough of changing a user's role to Resource Manager

  2. Alternatively, re-invite the user to the workspace, even if they are already a member. This time, specify Resource Manager as their role. Once the user accepts the new invitation, they gain access to Drive

After the role change takes effect, the user can view and edit content in Drive.


FAQs

Why does a teammate see a restricted access screen when opening a document in Drive?

Their current account role doesn't have permission to access Drive content. Roles like Language Lead and Linguist don't have Drive access by default and can only interact with documents assigned directly to their tasks.

Which roles can access Drive content?

Administrator, Project Manager, and Resource Manager roles can access content stored in Drive.

How do I give an existing team member Drive access?

Change their role to Resource Manager (or another Drive-enabled role) in their user settings — no need to remove and re-add them.

Can I grant Drive access without changing an existing member's current role assignment process?

Yes, alternatively you can re-invite the user to the workspace — even if they're already a member — and specify Resource Manager as their role in the new invitation; once they accept, they gain Drive access.

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