This article walks you through managing an existing user's record in wxrks: finding them in the Users list, then editing their profile, permissions, rates, tags, and other settings from the tabs on their record page.
​

💡 Who is this for? This guide is for Account Admins and Project Managers who need to view and manage another user's profile, permissions, rates, and performance record within the wxrks platform.

From the sidebar, click People, then Users to open the Users list. Use the search box to filter by name, or open Filters to search by email, status, tags, language pair, or role instead.

Click any row to open that user's record. The tabs available on the record depend on your own permissions — an Account Admin sees every tab described below; a Project Manager sees fewer (noted where it applies).

The General tab holds the user's basic profile:

Name and Email — the email is what the user logs in with.
​Status — Active, Inactive, or Disabled. Only an Account Admin can change this; a Project Manager can view it but not edit it.
​Country / State / City / Postal Code and Slack — optional contact details.
​Default Entry Point — which page the user lands on right after logging in.

The Actions button in the top-right corner lets you send the user a Reset password email, or permanently Delete their account if you have the User Delete permission — deleting a user cannot be undone.

The Permissions tab is where you assign this user's role and, if needed, fine-tune their individual permissions.

User Roles — a user can hold more than one role at once. For a full breakdown of what each role can do, see All about wxrks roles. One boundary worth knowing: if you only hold the Project Manager role yourself, you can only grant the Project Manager and Vendor roles to other users — only an Account Admin can grant any role, including Account Admin itself.

Below the role field, wxrks lists every permission category (Account, Project, User, Translation Memory, Quality, and more) so you can see and adjust exactly which actions this user can take beyond what their role already grants by default.
​

If you need to give the same set of extra permissions to several users at once instead of one at a time, use a Permission Group instead — see How to manage Permission Groups.

This tab covers how the user gets paid: payment details, tax information, the language pairs they work in, and their rates.

Currency, Minimum Fee per Task, Payment Method (Payoneer, PayPal, Bank, or QuickBooks — each reveals its own extra fields, like a Bank Name and Account Number for Bank), and a Tax ID. If you have the permission to manage taxes, a separate Taxes section below lets you add specific taxes (fixed or percentage) that apply to this user's payments.

This toggle at the top of the tab controls which currency applies when this user is paid on a project. When it's on, wxrks uses the project's own currency instead of the currency set on the user's rate — falling back to a matching Default rate if the project's Organizational Unit has no rate in that currency. When it's off, the currency set on the user's own rate (Default or Org. Unit) always applies.

Add the source and target languages this user is qualified to work in. Every pair you add here becomes available when configuring their rates below.

Rates come in two kinds: a Default rate that applies everywhere, and an Org. Unit rate that applies only to work under one specific Organizational Unit — an Org. Unit rate always takes priority over the Default rate when both exist. Click Add User Rate to set a Currency plus Word/Hourly/Daily/Pages Rate, then use Add User Rate Detail on a rate to narrow it further to one specific language pair and/or workflow.

If this user holds the Project Manager role and you have the relevant permission, a Timesheet section also appears here for their hourly timesheet rate.

This tab manages which Organizations and Organizational Units the user belongs to.

Search for an Organization or Organizational Unit and click + Add to associate it; click the × next to an existing entry to remove it. A separate Organizational Unit for Portal Management field lets you set one default Org Unit for this user — Sous Chef agents and paid-review projects automatically use it unless told otherwise.

This tab controls which of the account's workflows this user is eligible to automatically receive tasks for — the same mechanism a project's own Auto Task Placement setting relies on to assign work without a PM manually picking a vendor for every task.

Select each workflow (Translation, Editing, Proofreading, Review, DTP, QA, and so on) this user should be eligible for, or use Select All / Clear. Being eligible for a workflow doesn't guarantee a task — it only means this user can be automatically matched to one when a task in that workflow needs an assignee.

Add tags to help identify this user's specialties — for example, tagging a linguist who works with marketing content as marketing. Type a tag and press enter to add it, or click the × on an existing tag to remove it. Once a user is tagged, you can find them again by that tag from the Filters panel on the Users list.

This tab shows this user's performance record, built from their completed review history.

Three gauges summarize overall performance: General Feedback (out of 10), Average Ratio, and Punctuality Index. Below them, stat cards break this down further — Average Preferential/Fluency/Grammar/Incorrect/Terminology per job, Total Segments, Total Words, Total Changes, and the dates of the user's First Job and Last Job. A table underneath lists each individual review, with its Organizational Unit, project, language pair, and change counts by category.

A few tabs on the same page are more generic and not specific to user management: Notifications lets an Account Admin configure this user's email alert preferences, and Custom Fields and Attachments work the same way they do on other wxrks records — custom data fields your organization has defined, and files attached to this user.

All about wxrks roles — what each system role can and can't do.
​How to manage Permission Groups — grant a consistent set of permissions to several users at once.