Configure Granular TM Workflow Settings by Org Unit and Project
This guide explains how to configure Translation Memory (TM) read and write behavior across different workflows. Instead of applying the same read/write rules to all steps, you can set specific TM permissions for individual workflows at both the Organizational Unit (Org Unit) and Project levels.
Audience and Permissions
This feature is for Project Managers and Account Admins. To make these changes, you need the following permissions: - Edit Translation Memory Settings (to edit settings at the Org Unit level) - Project Add TM settings (to edit settings at the Project level)
Key Concepts
Concept | Description |
Default Settings | The general read/write permissions applied to the TM. If a workflow has no custom rule, it uses these defaults. |
Workflow-Specific Settings | Custom read/write overrides for a particular workflow (e.g., enable read for "Translation" but disable it for "Review"). |
Bulk Actions | A fast way to apply the same read/write overrides to multiple workflows at once. |
Accessing Workflow TM Settings
You can configure these settings inside an Org Unit or directly within a Project.
Navigate to the Organizational Unit or Project where you want to adjust TM settings.
Open the Context tab.
In the TM list, find the TM you want to configure.
Click the gear icon (⚙️) in the workflows column.
![Screenshare - 2026-06-16 2_40_37 PM.mp4 [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/ugt38spf/2481091235/96c647081eff3d941aa0e3c31c36/ezgif-278a20dbc58dcd23.gif?expires=1782234900&signature=52f27cb63bd96d3b148689ed5b213915b55fbca9642a42cc2fe87f1855953fe0&req=diQvF8l3nINcXPMW1HO4zdTVMu94BRPPMfuwX25bqxgRanJsuw%2B3EvGPTulT%0AVgI61fkWiL%2FPv3L0Fr8%3D%0A)
Note: Hovering over the gear icon displays a popover summary of the workflows currently active for that TM.
Configuring Read/Write Permissions per Workflow
When the Configure Workflow TM Settings modal opens, you will see a list of all available workflows.
Review the current default behavior at the top. This reminds you how the TM behaves when no custom rule is applied.
In the list, locate the workflow you want to customize.
Toggle the Read or Write switch for that workflow. - The status badge will change from Default to Custom.
To revert a workflow back to the default behavior, click the Restore Default (refresh) icon in the Actions column.
![Screenshare - 2026-06-16 2_45_39 PM.mp4 [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/ugt38spf/2481097319/d976a4e68c5d4b8ca2fd6f07b472/ezgif-200fe105d9e2c2fa.gif?expires=1782234900&signature=c8cbfc8323c579851a565b4aa71535563bbfbe6564e95bbc1d46063a0e78ca22&req=diQvF8l3moJeUPMW1HO4zQosMniqYVbAJ175Fa6wZvozOyfKIaCOGXlaO%2BU0%0A%2FzF42vWFh2yoNRLNHXg%3D%0A)
Using Bulk Actions
If you have many workflows and want to apply the same setting to several of them simultaneously, use the Bulk Actions feature inside the modal.
In the Configure Workflow TM Settings modal, use the checkboxes on the left to select multiple workflows.
Look at the In Bulk Actions panel on the right.
Under the Read or Write sections, click the Check icon to enable the permission for all selected workflows, or the Ban (circle with a slash) icon to disable it.
To revert the selected workflows back to their defaults, click the Restore to Default button in the bulk actions panel.
![Screenshare - 2026-06-16 2_49_05 PM.mp4 [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/ugt38spf/2481101765/968470f38f700de119634d37d0d9/ezgif-2baeb6e1d997a875.gif?expires=1782234900&signature=7f8ae25680b804509fb44c4f1b084b03a89ded744cbd6a4588f19ab296de93aa&req=diQvF8h%2BnIZZXPMW1HO4zazF9kcoXxnf2BPguSmrnWDmbmy8zr3ot3TpPcTQ%0AQi7B%2BBERwpksJatV37Y%3D%0A)
Important Behavior and Edge Cases
Missing Workflows: If a workflow was deleted from the system after you configured it here, it will appear with a yellow warning icon and a "Deleted Workflow" tooltip. You can click the trash icon in the Actions column to safely remove this invalid configuration.
Inheritance: Settings defined at the Org Unit level act as defaults for new projects within that Org Unit. Modifying settings directly in a Project will override the inherited Org Unit settings for that specific project.
Workflow Availability: In a Project, the modal only shows workflows that are allowed or active for that specific project.
Troubleshooting
I don't see the gear icon next to my TM. Ensure you are in the correct tab (Context) and that your user role has the required permissions to view and edit TM settings.
My custom settings aren't applying. Check if the workflow status shows as Custom. If it shows Default, your toggles match the baseline TM settings and no override is active.
I see a yellow warning triangle next to a workflow. This means the workflow was removed from the general system settings but still has a record in your TM overrides. Use the trash icon to clean it up.