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Team & Organization Management

Taia is designed for collaboration. Whether you're a localization manager, project owner, or internal reviewer, you can work together efficiently with shared access, permissions, and billing.

This guide explains how teams and organizations work inside Taia.


🏒 What Are Organizations and Teams?​

  • An organization represents your company or department.
  • A team is a working group inside that organization β€” usually tied to a product, region, or function.
  • Users belong to one or more teams and have access to all projects within those teams.

This structure lets you:

  • Keep projects organized
  • Share glossaries and translation memories
  • Manage user roles and access
  • Assign tasks and projects cleanly

πŸ‘₯ Inviting Users​

To add a user to a team:

  1. Go to your Team Settings
  2. Click β€œInvite Member”
  3. Enter their email and assign a role
  4. The user will receive a link to join (with email pre-filled)

You can invite both new users and existing Taia users.


πŸ” Role-Based Access​

Each user has roles that control what they can see and do.

Organization-Level Roles​

RolePermissions
Organization ManagerAdd/remove teams, invite users, manage billing

Team-Level Roles​

RolePermissions
Team ManagerAdd members, assign tasks, manage team projects
EditorEdit translations, complete tasks
ViewerView projects and comments, but cannot edit content

You can mix and match β€” e.g., someone can be a Team Manager in one team and a Viewer in another.


🧾 Shared Resources​

  • Glossaries: Teams can share termbases across projects
  • Translation Memory: Reuse past translations across all team jobs
  • Style Guides: Ensure consistent tone across users and languages

πŸ’³ Team Billing​

Each team can be linked to a billing account:

  • Subscriptions are shared across the team
  • Word usage is pooled
  • Invoices are consolidated for easier accounting

Admins can reassign billing relationships at any time.


πŸ”„ Task Management​

In team projects, you can:

  • Assign translation, editing, or review tasks to members
  • Track progress of each task
  • Notify users when tasks are ready
  • Create workflows (e.g. MTPE β†’ Revision β†’ Proofreading)

See: Professional Services and CAT Editor


✨ Tips​

  • Use teams to group projects by product, region, or language
  • Don’t invite vendors to your entire org β€” assign them to a specific team or project
  • Team managers can’t manage billing β€” that’s an org-level permission

Need help structuring your teams and roles?
Contact support β€” we’ll help you get set up.