As an Enterprise Manager you are granted special permissions on your Enterprise Site. When an Enterprise Site has been freshly set up, there is always at least one user set up as Enterprise Manager who will be able to add more members of their organization and also promote other members to Enterprise Managers. This article will give you a concise, but also complete overview on what rights and management options onDemand Enterprise Managers actually have.
For Enterprise Managers the site ribbon will look a little different. You will have access to the Manage section. Here you can access different areas via drop-down menus to:
- Account → Manage Members
- Account → Review Payment Information
- Projects → Approve Pending Projects
- Projects → Review Purchased Projects
1. Manage members
In this area you can review a full list of all members registered on your Enterprise site. The list view allows you to remove any current members as well as to turn their accounts into additional Enterprise Manager accounts. The total spend and account creation date of all members is also listed. At the end of the list (not visible in the screenshot) is a little form that allows you to send invites to more people to join the Enterprise Site.
If the site was set up without auto-approval option for new members, then this area also allows to accept or decline new membership requests. These requests are automatically created when anyone went through the standard "Sign Up" process on the Enterprise Site. However, please note that the standard setup process for Enterprise sites includes auto-approval for all registering users (so they are members without your explicit approval).
2. Review payment information
This area allows to review all POs that have been created so far on your Enterprise Site. For every PO, it shows the sum of total purchases booked against a PO versus the total PO amount. Also you can find a short information here on how to reach out to us to create new POs.
3. Approve pending projects
Whenever an Enterprise Member creates a project they can submit the project during check-out for approval to Enterprise Managers. Members will usually have to do so if they do not have a company credit card available (or your company guidelines forbid unauthorized use of it) or if they have no access to valid PO numbers. They can set up the project, but then not proceed with a purchase, just request approval.
All projects sent in for approval are listed in this area. When clicking the little arrow on any list item, you can review some more details and also proceed to the payment page to authorize the project. This way you do not need to share company credit card details with your staff or enable PO use for them, but still give everyone the possibility to create translation projects. For every member without the permission to use POs, you, as Enterprise Manager, will always be in control over which projects are actually purchased.
4. Review purchased projects
This area allows you to review all projects that have ever been purchased, along with purchase and completion date, price, buyer and project name. Filter options allow to narrow down the data to whatever is relevant. Clicking on any entry will allow to see more details as well as download the source files and translations. Below the table there is also a button that allows to export all displayed data in to an Excel table for reporting purposes (not visible in the screenshot).
With above described options you have:
- full control of who is a member of your Enterprise site (if auto-approve option is disabled → if you want this disabled and are not sure how it is currently set up, please contact us via support ticket)
- full control over projects that are submitted (either by forcing to submit projects for approval or by giving permission to certain staff members to make their own purchases via PO)
- insight into open POs and possibility to request creation of new POs
- complete overview over all projects and transactions