Phrase Platform Cross-Product Invitations

Content is machine translated from English by Phrase Language AI.

Cross-product invitations can be performed only by Platform administrators.

Cross-Invite New Organization's Members

To invite new users of Phrase products that are part of the same Platform organization, follow these steps:

Login to the Phrase Platform and select Users on the navigation panel.

The Users page is displayed.
Click Invite at the top of the users list.

The Invite to Phrase window is displayed.

Note

Alternatively, select the profile icon in the top right corner of the page and click Invite user.
Enter the user's email address and select the Phrase products the user should be invited to.
- Users will be invited to TMS with default Linguist role.
- Users will be invited to Strings with default Translator role.
- If a different product role is required for the user, the user role needs to be changed within the given product.
Click Invite.

The invited user receives an invitation email. A new pending invitation is displayed in the Pending tab of the Users page.

The invitation link is valid for 14 days.
Invited user clicks on the link in the invitation email.
- New Phrase Platform users
  
  The Platform sign-up page is displayed. Once all required fields are filled in, the new user logs into the Platform organization's homepage as a member.
- Users with existing Phrase Platform's accounts
  
  The Platform login page is displayed. After selecting the desired Platform account among the available ones, the user logs into the Platform organization's homepage.
  
  Note
  
  If SSO is configured for the organization and the invited user matches exactly one Platform account, the invited user can select the SSO option to login.

Existing users of a Phrase product can be invited to other products belonging to the same Platform organization and access all products through Platform single login.

Note

Both TMS and Strings organizations are required to belong to the same Platform organization.

Cancel or Resend Invitations

Pending invitations that are not expired and are not yet accepted can be cancelled or resent through available options in the Pending tab of the Users page.

Select the Cancel button under the Manage invites column of the users list to delete the pending invitation for the desired user.
Select the Resend button under the Manage invites column of the users list to send another invitation email to the desired user.

Cross-Invite Existing Organization's Members

Login to the Phrase Platform and select Users on the navigation panel.

Existing members are displayed in the Active tab of the Users page.
Select No access/Invite under the relevant product's access column for the desired user.

The invitation email is sent and the user's access status is updated to Processing.

Note

Invitations that are not yet accepted and finalized by the invited user can be cancelled or resent by selecting Processing/Cancel invite or Processing/Resend invite respectively.
Invited user accepts the invitation.

The Platform login page is displayed.
Invited user logs into the Phrase Platform through existing credentials.

Relevant products are accessible in the Platform dashboard.

Overview of Active User's States

State in the Active tab	Meaning and possible actions
Active	User has already access to the product. Invitation to the product cannot be sent.
No access	User is in the same organization, but has no access to the product. Invitation can be sent.
Processing	Invitation sent but was not yet accepted/finalized by the invited user. The invitation can be resent or cancelled. Invitation sent and was already accepted/finalized by the invited user. No actions available.
Invitation error	The user cannot be invited to other products within the organization until the error is solved. Contact the Technical Support team.