An Organizational Unit is a group inside your account, usually one per client, department or service, and it is also the template for its projects: languages, project defaults, translation and Editor behavior, translation memories and glossaries, workflows, prices and billing. Every new project copies its starting configuration from the Organizational Unit it is created under. This article walks through each section of an Organizational Unit's page.
💡 Who is this for? Account Admins who configure Organizational Units.
Before you start
The unit must exist. To create one, see How to create an Organization or Organizational Unit.
To set the values every new unit starts with, or to change many units at once, use the Organizational Unit template.
Open an Organizational Unit
Go to Organizations > Organizational Units and click the unit. You can also find it by name in Search projects, files and settings.
The unit's logo sits next to its name. Click it to upload, replace or remove the logo.
Copy UUID copies the unit's identifier, for example for an API integration. Actions holds the unit-level actions.
The section menu groups the settings by what they do: Setup, Translation, People, Delivery and Commercial.
When you change a field, a bar with Unsaved changes and a save button appears at the bottom of the page. Switches marked as saving right away, such as the quote report switches in Billing, apply as soon as you click them. See All about Settings for how saving works.
Setup
Overview
The unit's identity: Name, Organization, Timezone, Country, Tags and a Memorandum for your team. Contact & address holds the details printed on the unit's documents. Appearance has Show Organizational Unit logo in the Editor, which replaces the account logo in the Editor for this unit's projects. Attachments and Custom fields are at the bottom; see All About Custom Fields.
ℹ️ Note: When Country is Brazil, Brazilian tax settings appear in Billing.
Languages
Which languages people can pick in this unit's projects. With Custom languages for this Organizational Unit off, the unit offers every language the account offers. See How to restrict the languages available to an Organizational Unit.
Project
What every new project in the unit starts with:
New project defaults: contact person, project manager, source and target languages, project notes, project instructions (shown to vendors in the Editor) and Assignment acceptance.
Files: Filter settings (how each file type is parsed; see How to customize file parameters), Project reference files copied into every new project, and Export attributes mapping for XLIFF state values.
Analysis & tags: the Logfile rules that decide how repetitions and matches are counted (see All about Logfiles), plus tag capture with a regular expression and continuous tags.
Advanced: rarely changed options — credentials for web previews behind a login, the region for data transformation, and the continuous project configuration.
Context
The resources translators work with: the unit's Translation memory list (with Default, Read, Write and threshold per memory), Glossaries (with Prioritize glossaries, Default, learning terms and term lookup), and the Spell check exceptions list. Default glossaries are used in every new project of the unit. See All about Translation Memories, How to create a Glossary and Managing the Spell Check Exception List.
Translation
Translation & Editor Settings
The unit's translation behavior, grouped by what each setting does:
Pre-translation: which segments are pre-translated and from which sources — Context Sensitive (CS), Machine translation (MT) and Translation memory (TM), with the Minimum TM match. With Translation memory off, Prioritize TM matches over Context Sensitive is disabled.
Confirm & lock: which pre-translated segments are confirmed or locked automatically, by match level, and which ones are unlocked again (numbers, special characters). See Auto-Confirming Segments by Confidence Score.
Continuous projects: continuous mode for new projects.
Matches & penalties: how TM matches are scored — penalties for multiple 100% matches and mismatched tags, context required for 101% matches, and the TM context priority.
Tasks: automatic task completion and delivery of the following tasks.
Editor & review: what translators and reviewers see and can do — MT suggestions, ignoring glossary or tag warnings, merge and split segments, categorized changes and reviewer feedback.
Editor preferences and Alternative translations: the shared Editor preferences imposed on linguists, and whether vendors can add alternative translations.
New projects copy these values when they are created; see Project's Translation Settings to change them on one project.
AI
Turns the augmented actions on or off for this unit. The account sets the ceiling: an action blocked at the account cannot be enabled here. It also picks the unit's Sous-Chef profile, inherited from the account unless you choose another one; see Sous Chef Agents.
QA checks
The same QA checks as Settings > Translation > Quality & Review, for this unit. Checks tagged Org Unit belong to this unit; the others come from the account. Checks are grouped (Completeness, Terminology & language, Length, Whitespace & characters, Tags, CSV) with the number of active checks in each, and the Smells (AI) card turns the AI quality check on for the unit.
Smells Scoring
How the unit scores Translation Smells. Each part follows the account until you click Customize on it; Restore puts it back to following the account.
Segmentation
The unit's own SRX segmentation files. A unit rule overrides the account rule, and a rule for specific file types overrides the "All file types" rule for those types. Without unit rules, the account rules apply. See All about Segmentation Rules.
MT
The unit's default MT engine and per-language-pair engines. A language-pair setting beats the default. See Connect a Machine Translation (MT) Provider to wxrks.
People
Access
Access management: the people who can work with this unit. Each member is listed with their role in the account. Adding someone doesn't create a user or change their role; they must already have a wxrks user.
Portal access management: users who use this unit as their default in the Translation Portal, with its Sous-Chef profiles, human review prices and other settings.
Delivery
Workflows
The workflows this unit's projects can use and the default one for new projects. Workflows inherited from the account can be turned on or off for this unit, or copied to edit. Workflow file based recommends a workflow from the file extension when no default is set. See Managing Your Custom Workflows.
Automation
Auto Task Placement for this unit's tasks, and Quote automation, which lets qualifying projects calculate costs and create tasks after file ingestion.
Notifications
Which emails the unit's projects send — to the project manager, the contact and vendors — plus available-task emails, task reminders, sending the delivered project automatically, project comment emails and webhook events.
Commercial
Prices
The unit's currency and the price lists it can quote with, picked from the account's lists in Settings > Finance & Billing > Prices. Tick Default on one list: new projects in the unit are quoted with it. See How to create a Price List.
Billing
Billing rules & notifications: purchase order requirement, billing contact and emails, and invoice information.
Schedule, automation & grouping: auto billing, invoicing frequency, payment terms and how invoices are grouped.
Quote report: what the unit's project quote report shows. These switches save right away.
Quoting: whether quotes count source or target words, and quote notes.
Taxes and Accounting integration (Xero and QuickBooks IDs).
Net rate
Which coefficient set pays vendors in this unit (or the account default, recommended), and whether vendors are paid on the pre-analysis or post-analysis, by words or hours. See Net Rate Coefficients.
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