All about wxrks roles

This article explains the roles available in wxrks, the permissions each role receives automatically, and how Account-Admins can fine-tune access for individual users. For each permission you will find both a short description and an In practice note that explains exactly what changes in the UI when the permission is on or off.

Who is this article for? Account-Admins and anyone who needs to understand what each role can do in the platform. Only Account-Admins can manage other users' permissions.

Roles and permissions overview

The localization workflow involves several agents, each with distinct responsibilities. wxrks reflects this by offering four roles:

Role	Typical persona
Account-Admin	The account owner or administrator
Project Manager	The coordinator of localization projects
Client	The project requester
Vendor	The linguist / translator

When a user is assigned a role, they automatically receive a set of Inherited Permissions — the abilities required for their designated tasks. Inherited permissions appear locked on the user's Permissions tab and, in general, cannot be turned off. You can always add extra permissions on top of a role.

Exception — inherited permissions that Account-Admins can disable. Account-Admins can turn off the following inherited permissions for individual users:

User TMS Access
Organizational Unit Add Contact / Remove Contact
Add Translation Memory / Remove Translation Memory / Edit Translation Memory Settings (Organizational Unit)
Add Glossary / Remove Glossary / Edit Glossary Settings (Organizational Unit)

All other inherited permissions remain locked. Re-enabling the toggle restores the inherited permission.

A note on multiple roles. While wxrks allows assigning multiple roles to the same user, this can lead to conflicting permissions, unexpected access limitations, or overlapping restrictions. We strongly recommend assigning only one primary role per user whenever possible, ensuring clear permission boundaries and predictable behavior across the platform.

Managing a user's permissions

Go to Users and open the user you want to manage.
Open the Permissions tab.
Expand a section (Account, Editor, Project, etc.) and use the toggles to grant or revoke individual permissions.

Permissions can also reach a user indirectly:

Permission Groups — users added to a group receive all of the group's permissions. Groups a user belongs to are listed on their Permissions tab, where Account-Admins can also remove the user from a group.
Organizations and Organizational Units — permissions granted at these levels apply to all users associated with them.

The roles

Account-Admin

The Account-Admin, typically the account owner, plays a pivotal role in overseeing the entire team and having comprehensive access to all aspects of the account. This includes responsibilities such as managing user access, configuring settings, and maintaining account integrity. They are expected to take a holistic approach to account management and ensure the smooth operation of the account.

Project Manager

Project managers in the localization industry hold a multifaceted role in project oversight. They act as the central coordinators, guaranteeing that all project aspects align with client expectations and deadlines, facilitating seamless communication, and optimizing the allocation of resources for effective project execution.

Client

Clients, often referred to as project requesters, serve as the driving force behind the entire localization process, as they initiate and define the scope of translation projects. They play a fundamental role in conveying their specific needs, expectations, and requirements, ensuring that the localized content aligns perfectly with their intended audience and objectives.

Vendor

Linguists are the cornerstone of the localization industry, serving as the core contributors to the translation process. Their key responsibilities encompass both the creation and meticulous review of translated content. They play a vital role in ensuring linguistic accuracy, cultural relevance, and contextual precision in the content being localized, thereby upholding the quality and integrity of the translation work.

Permissions

Permissions are organized into the sections below, matching the Permissions tab in the platform. Each table shows which roles inherit the permission automatically. A "No" means the role does not inherit it — but an Account-Admin can still grant it individually (unless noted otherwise).

Roles: AA = Account-Admin, PM = Project Manager, CL = Client, VE = Vendor.

Account

Permission	Description	AA	PM	CL	VE
Account Retrieve	Ability to retrieve an Account	Yes	No	No	No
Account Update Users	Ability to add or remove users to an Account	Yes	No	No	No
Add Account Seat	Manages adding new and likely billable users to an Account	Yes	No	No	No
Remove Account Seat	Allows removal of seats allocated to an Account	Yes	No	No	No

In practice:

Account Retrieve — Required to access Account settings pages. Without it, account configuration sections are unavailable.
Add Account Seat / Remove Account Seat — Control the ability to increase or decrease the number of billable seats on the account. Adding a seat may trigger billing charges. These actions appear in the Account settings area and are exclusive to Account-Admins.
Account Update Users — Controls the ability to associate or remove users from the account, separate from managing seats.

Accounting

Permission	Description	AA	PM	CL	VE
Cancel Payable	Allows to cancel a payable	Yes	No	No	No
Create Receivables	Ability to create Invoices from Projects	Yes	No	No	No
Delete Receivables	Ability to delete or void Invoices	Yes	No	No	No
Import Payables from File	Allows the user to create multiple payables by importing data from Excel files	Yes	No	No	No
List Receivables	Retrieves lists of Invoices in scope	Yes	No	No	No
Payable mark as paid and make payment	Allows user to mark payable as paid and make payment	Yes	No	No	No
Payables Approval	Allows payable approval	Yes	No	No	No
Payables List	Ability to retrieve one or more payables	Yes	No	No	Yes
Payables Manual Creation	Allows the creation of payables manually	Yes	No	No	No
Payables Run Payout	Allows user to perform payouts in the platform	Yes	No	No	No
Payables Summary	Summary of payables by payout mechanism and currency	Yes	No	No	No
Payables Update	Allows for the maintenance of attributes in payables, such as status, amount and currency	Yes	No	No	No
Payables for a Vendor	List of payables for specific vendors	Yes	No	No	No
Update Receivables	Ability to update Invoices	Yes	No	No	No

In practice:

Payables List — Controls whether the Payables item appears in the main navigation menu and whether task budget columns are visible in the task list. Vendors with this permission can see their own pending payables. Without it, the Payables menu and all budget columns are hidden.
Payables Summary — On the Payables page, shows a summary card with payable totals grouped by payout mechanism and currency. Without it, the summary card is not displayed.
Payables Approval — Shows an Approve button on eligible payables. An Account-Admin can approve payables generated from completed tasks before they are processed for payment.
Payable mark as paid and make payment — Shows the Pay and Mark as Paid action buttons on the Payables list. Without it, no payment actions are available even if the user can see the list.
Payables Run Payout — Enables the Payout action that triggers the payment processing flow within the platform (e.g., sending payments via configured payment methods). Without it, the Payout button is not accessible.
Payables Manual Creation — Allows creating payable records manually (outside of task-based automatic payable generation). Used when payment amounts need to be entered directly.
Cancel Payable — Shows a Cancel option in the payable actions dropdown. Without it, payables can be viewed and approved but not cancelled.
Payables Update — Allows editing payable attributes such as status, amount, and currency after creation.
Import Payables from File — Shows an Import section on the Payables page with controls to upload an Excel file containing multiple payable records. Without it, the import section is hidden.
Payables for a Vendor — Allows retrieving the list of payables associated with a specific vendor. Used for vendor-facing financial reporting.
Create Receivables / List Receivables / Update Receivables / Delete Receivables — Control the Invoices section (Receivables). List Receivables also controls whether the Invoices item appears in the main navigation. Without it, the Invoices menu is hidden.

Connectors

Permission	Description	AA	PM	CL	VE
Create Connector Config	Allows the create of new Connector configurations	Yes	No	No	No
Deliver Connector Projects	Allows the delivery of translations to targets in the Connector configuration	Yes	Yes	No	No
List Connector Config	Lists all configurations of a Connector	Yes	No	No	No
List Connectors	Ability to see and access Connectors	Yes	No	No	No
List Entries of Connector Projects	View list of entries created by Connectors bound to Projects	Yes	Yes	No	No
Sync Connectors	Creates new Projects based on defined Connectors configurations	Yes	Yes	No	No

In practice:

List Connectors — Controls whether the Connectors item appears in the main navigation and whether the user can access the Connectors page. Without it, the entire Connectors section is not visible.
List Connector Config — On the Connectors page, allows viewing the list of existing connector configurations. Without it, configurations cannot be listed.
Create Connector Config — Shows the button to create a new connector configuration. Without it, existing configurations can be viewed but no new ones can be added.
Sync Connectors — On a connector's detail page, shows the Sync button that pulls new content entries and creates wxrks projects based on the connector configuration. Without it, the Sync action is unavailable.
List Entries of Connector Projects — Shows the list of content entries that a connector has bound to wxrks projects. Without it, connector entries cannot be browsed.
Deliver Connector Projects — Shows the Deliver button to push completed translations back to the connector's target system (CMS, source tool, etc.). Without it, deliveries must be handled outside the platform.

Editor

Permission	Description	AA	PM	CL	VE
Add Terms to Glossary	Allow user to add new terms to Glossary from Editor	Yes	Yes	No	No
Add Terms to Spell Checker Exception List	Allows adding new terms to the Spell Checker Exception List from the Editor	Yes	Yes	No	No
Authenticated Web Preview	Allows user to preview URLs configured with Basic HTTP Auth	Yes	Yes	No	Yes
Auto-translation	Allow user to run auto-translation in Editor	Yes	Yes	Yes	No
Confirm All Segments (In Editor)	Allows confirming all segments from inside the Editor	Yes	Yes	No	No
Edit Source Segments	Allows editing source segment text	Yes	No	No	No
Editor Delete Glossary	Allow user to delete terms to Glossary from Editor	Yes	Yes	No	No
Editor Download Files	Allow user to download Original and Translated file from Editor	Yes	Yes	No	No
Editor Glossary Terms Search	Ability to search terms of associated glossaries from Editor	Yes	Yes	No	Yes
Editor Update Glossary	Allow user to update terms to Glossary from Editor	Yes	Yes	No	No
Lock Segments	Allow user to lock/unlock segments in Editor	Yes	Yes	No	No
Open Editor	Allows to open the Editor	Yes	Yes	No	Yes
TM Upsert	Allows user to update Translation Memories when confirming translations from Editor	Yes	Yes	No	Yes
Update Back Translation	Allows users to manually edit Back Translation in the Editor and persist this update on segment changes	Yes	Yes	No	Yes
View TM User Metadata	Allows viewing the metadata of users who created or modified the Translation Memory	Yes	Yes	No	No

In practice:

Open Editor — The fundamental gate to the translation interface. Without it, clicking on a task does not open the Editor. Every user who needs to translate or review content must have this permission.
Auto-translation — Shows the Auto-translation button in the Editor header. Clicking it runs machine translation on empty or unconfirmed segments. Without it, the button is not displayed and auto-translation cannot be triggered from inside the Editor.
Confirm All Segments (In Editor) — Adds a Confirm All button in the Editor header. Without it, the user must confirm segments one by one using the individual confirm action per segment. Note: this is different from the Task permission "Confirm All Segments (Outside Editor)", which works from the task list without opening the Editor.
Lock Segments — Adds lock and unlock controls to individual segments in the Editor. A locked segment cannot be modified by other users. Without this permission, the lock controls are not displayed and segments cannot be protected.
Add Terms to Glossary — When hovering over a term in the Editor, a tooltip appears with a "+" icon to add it as a new glossary entry. Without this permission, the "+" icon is hidden and terms cannot be added to the glossary from within the Editor.
Editor Update Glossary — In the Glossary panel on the right side of the Editor, each match shows an edit (pencil) icon. Without this permission, the edit icon is hidden and glossary terms cannot be updated from inside the Editor.
Editor Delete Glossary — In the Glossary panel, each match shows a delete (trash) icon. Without this permission, the delete icon is hidden and glossary terms cannot be removed from inside the Editor.
Editor Glossary Terms Search — Controls whether the Glossary panel appears in the right-side panel of the Editor (alongside TM suggestions). Without it, the Glossary panel is completely hidden, so users cannot search or consult glossary terms while translating.
View TM User Metadata — In the Translation Memory suggestions panel, each TM match can show who created or last modified it (username and date). With this permission, that metadata is displayed alongside the match. Without it, only the match text and score are shown, with no authorship info.
TM Upsert — When a user confirms a translation segment, it is automatically pushed to the associated Translation Memory so future projects can reuse it. Without this permission, confirming a segment does not update the TM, and confirmed translations are not saved for reuse.
Authenticated Web Preview — The Web Preview feature lets users see how a translated string looks in the live product. Some preview URLs require HTTP Basic Authentication. This permission enables loading those authenticated previews. Without it, only publicly accessible preview URLs work.
Update Back Translation — Each segment in the Editor can display a back translation — a machine translation of the target text back into the source language — to help reviewers verify accuracy. With this permission, the back translation field becomes manually editable and the edited value persists when the segment changes. Without it, the back translation is read-only.
Edit Source Segments — Makes the source segment text directly editable inside the Editor. Without it, the source column is read-only and only the target (translation) can be changed.
Editor Download Files — Adds a download button in the Editor header to download the original source file and the current translated file directly from inside the Editor. This is separate from Project Download Files, which provides the same action from the project's work unit list outside the Editor.
Add Terms to Spell Checker Exception List — In the QA panel, when a segment has a spelling error flagged, users with this permission see an option to add that word to the Spell Checker Exception List, preventing it from being flagged again in future segments. Without it, the "Add to exception list" option is not shown.

Glossary

Permission	Description	AA	PM	CL	VE
Glossary Create	Ability to create a new glossary	Yes	No	No	No
Glossary Delete	Ability to delete a glossary	Yes	No	No	No
Glossary Export	Ability to export a glossary	Yes	Yes	No	No
Glossary List	Ability to list glossaries	Yes	Yes	No	No
Glossary Retrieve	Ability to retrieve a single glossary	Yes	Yes	No	No
Glossary Update	Ability to update a glossary	Yes	No	No	No

In practice:

Glossary List — Controls whether the Glossaries and Terms tabs appear on the Glossary page, and whether the Glossaries item appears in the main navigation. Without it, the glossary list and the glossary navigation menu are hidden entirely.
Glossary Create — Shows the Create Glossary button on the Glossary page, the Add term option inside a glossary's concept view, and the option to add a new glossary to a project. Without it, existing glossaries can be viewed but no new glossary or term can be created.
Glossary Update — Shows the edit (pencil) icon on glossary terms and the Edit option in a glossary's actions dropdown. Without it, terms and glossary settings are read-only.
Glossary Delete — Shows the Clear and Delete options in a glossary's actions dropdown, and the delete (trash) icon on individual terms. Without it, glossaries and terms can be viewed and edited but not removed.
Glossary Export — Shows the Export option (and the related import button) in a glossary's actions dropdown. Without it, the glossary cannot be exported to a file.
Glossary Retrieve — Required to open a single glossary's detail page (e.g., by clicking its name from the glossary list or from a project's Glossary tab). Without it, glossary names appear but are not clickable links.

Troubleshooting: a user cannot add glossary terms. Follow these steps:

Verify general Glossary permissions — ensure the Glossary permissions above are enabled for the user.
Check Editor permissions — confirm that Add Terms to Glossary is enabled under the Editor section for users who work mainly in the Editor.
Review role-specific settings — review the user's role (e.g., Vendor) to ensure it includes the necessary permissions, and grant the missing ones individually if needed.

Organization

Permission	Description	AA	PM	CL	VE
Organization Add Unit	Ability to add units to organizations	Yes	No	Yes	No
Organization Add User	Ability to add users to organizations	Yes	No	Yes	No
Organization Creation	Ability to create organizations	Yes	No	No	No
Organization Delete	Ability to permanently delete organizations and their related records	Yes	No	No	No
Organization List	Ability to list organizations	Yes	No	Yes	No
Organization Remove Organizational Unit	Ability to remove organizational units from organizations	Yes	No	Yes	No
Organization Remove User	Ability to remove users from organizations	Yes	No	Yes	No
Organization Retrieve	Ability to retrieve a single organization	Yes	No	Yes	No
Organization Update	Allows for the maintenance of attributes in organizations	Yes	No	No	No

In practice:

Organization List — Controls whether the Organizations item appears in the main navigation and whether the user can see the list of organizations. Without it, the Organizations section is not visible.
Organization Creation — Shows the Create Organization button on the Organizations page. Without it, existing organizations can be viewed but no new one can be created.
Organization Retrieve — Required to open a single organization's detail page. Without it, organization names appear in lists but are not clickable.
Organization Update — Controls whether the user can edit an organization's attributes (name, settings) and access its Price Lists tab. Without it, the organization's details are read-only.
Organization Delete — Shows the Delete option in an organization's actions dropdown. Without it, organizations can be edited but not permanently removed.
Organization Add Unit / Organization Remove Unit — Control the Associations tab on an organization's page, specifically the ability to link or unlink Organizational Units to/from the organization. Without either, the corresponding action in that tab is hidden.
Organization Add User / Organization Remove User — Same Associations tab, but for linking or unlinking Users to/from the organization. Without either, the corresponding action is hidden.

Organizational Unit

Permission	Description	AA	PM	CL	VE
Add Glossary	Allows users to add a glossary to the Organizational Unit	Yes	Yes	Yes	No
Add Translation Memory	Allows users to add a Translation Memory to the Organizational Unit	Yes	Yes	Yes	No
Can create/update Taxes (Receivables)	Grants the ability to create or update taxes for Receivables	Yes	No	No	No
Edit Glossary Settings	Allows users to edit glossary settings for the Organizational Unit	Yes	Yes	Yes	No
Edit Translation Memory Settings	Allows users to edit Translation Memory settings for the Organizational Unit	Yes	Yes	Yes	No
Organizational Unit Add Contact	Ability to associate a contact to an organizational unit	Yes	Yes	Yes	No
Organizational Unit Creation	Ability to create organizational units	Yes	Yes	Yes	No
Organizational Unit Delete	Ability to permanently delete organizational units and their related records	Yes	No	No	No
Organizational Unit LLM Providers	Allows the user to manage LLM settings at the Organizational Unit level	Yes	No	No	No
Organizational Unit List	Ability to list organizational units	Yes	Yes	Yes	No
Organizational Unit Remove Contact	Ability to dissociate a contact from an organizational unit	Yes	Yes	Yes	No
Organizational Unit Retrieve	Ability to retrieve a single organizational unit	Yes	Yes	Yes	No
Organizational Unit Update	Allows for the maintenance of attributes in organizational units	Yes	Yes	Yes	No
Organizational Unit Workflow Configuration	Allows user to manage workflow configurations at the Organizational Unit level	Yes	No	No	No
Project Manager Select (Org Unit)	Allows you to select the project manager for the organization unit	Yes	No	No	No
Remove Glossary	Allows users to remove a glossary from the Organizational Unit	Yes	Yes	Yes	No
Remove Translation Memory	Allows users to remove a Translation Memory from the Organizational Unit	Yes	Yes	Yes	No

In practice:

Organizational Unit Workflow Configuration — Inside an Organizational Unit's settings, there is a Workflows tab with toggle switches to configure workflow behavior (e.g., zen mode, specific workflow step settings). With this permission, the toggles are enabled. Without it, all toggles are disabled and workflow configuration is locked.
Organizational Unit LLM Providers — Controls access to the LLM (AI provider) settings section within the Organizational Unit. With it, the user can view and configure which AI/LLM providers are enabled for that unit. Without it, the LLM settings section is not accessible.
Project Manager Select (Org Unit) — In the Organizational Unit's settings, allows the user to assign a default Project Manager for that unit. This default PM is then pre-selected when creating projects under this org unit. Without it, the PM assignment field in the org unit settings is not accessible.
Add Translation Memory / Remove Translation Memory / Edit Translation Memory Settings — Control the TM management panel inside the Organizational Unit's settings (Translation Memories tab). With them, the user can add, remove, and configure the TMs associated with the unit. Without them, those actions are hidden.
Add Glossary / Remove Glossary / Edit Glossary Settings — Same pattern as above but for the Glossaries tab inside the Organizational Unit's settings.
Can create/update Taxes (Receivables) — Allows setting up tax rules at the Organizational Unit level that apply to Receivables (invoices). Without it, the tax configuration fields are not accessible.

Permission Group

Permission	Description	AA	PM	CL	VE
Permission Group Add User	Allows adding Users to Permission Group in Account	Yes	No	No	No
Permission Group Create	Allows creation of Permission Group in Account	Yes	No	No	No
Permission Group Delete	Allows removal of Permission Group in Account	Yes	No	No	No
Permission Group Update	Allows update (including setting permissions) of Permission Group	Yes	No	No	No

In practice:

Permission Group Create — Shows the Permission Groups section in the Users module and the Create group button. Without this permission, the Permission Groups tab is hidden entirely from the navigation.
Permission Group Update — Allows editing a permission group's name and the specific permissions assigned to it. Without it, group details are read-only.
Permission Group Delete — Shows the Delete option for a permission group. Without it, groups can be managed but not permanently removed.
Permission Group Add User — Controls whether the user can add other users to a permission group. Without it, the group membership list is read-only.

Price List

Permission	Description	AA	PM	CL	VE
Price List add price	Ability to add a price to a price list	Yes	No	No	No
Price List add price factor	Ability to add a price factor to a price list	Yes	No	No	No
Price List associate org unit	Ability to associate a price list to a org unit	Yes	No	No	No
Price List create	Ability to create a price list	Yes	No	No	No
Price List Delete	Ability to permanently delete price lists and their related records	Yes	No	No	No
Price List get by id	Ability to retrieve a price list	Yes	No	No	No
Price List list	Ability to list price lists	Yes	No	No	No
Price List mark as default	Ability to mark a price list as default	Yes	No	No	No
Price List remove price	Ability to remove a price from a price list	Yes	No	No	No
Price List remove price factor	Ability to remove a price factor from a price list	Yes	No	No	No
Price List update	Ability to update a price list	Yes	No	No	No
Price List update price	Ability to update a price	Yes	No	No	No
Price List update price factor sequence	Ability to update a sequence of a price factor	Yes	No	No	No

In practice:

Price List list / Price List get by id — Control whether price lists appear in account settings and whether a single price list's detail page can be opened. Without them, price list configuration is not visible to the user.
Price List create — Shows the Create Price List button in account settings. Without it, existing price lists can be viewed but no new one can be created.
Price List update / Price List update price / Price List update price factor sequence — Control editing a price list's general settings, individual prices, and the display order of price factors, respectively. Without them, the price list is read-only.
Price List add price / Price List remove price — Control adding or removing individual price entries (e.g., a rate for a specific language pair or service) within a price list.
Price List add price factor / Price List remove price factor — Control adding or removing price factors (multipliers/adjustments applied on top of base prices, such as rush fees or specialized subject matter).
Price List associate org unit — Controls whether the user can link a price list to an Organizational Unit, making it the active pricing for projects under that unit.
Price List mark as default — Shows the Mark as default action, which sets a price list as the account's fallback price list when no other is associated.
Price List Delete — Shows the Delete option for a price list. Without it, price lists can be edited but not permanently removed.

Project

Permission	Description	AA	PM	CL	VE
Approve Projects	Allows Clients (including requesters) to approve Projects	Yes	Yes	Yes	No
Change Status of Projects	Allows Users to change the status of Projects	Yes	Yes	Yes	No
Change status from DELIVERED to DRAFT	Ability to change status of projects from delivered to draft	Yes	No	No	No
Download Deliverable File	Allows the user to download non-translatable workflow files	Yes	Yes	Yes	No
Media File Create	Allows creation of Media Files in Projects	Yes	Yes	No	No
Media File Delete	Allows removal of Media Files from Projects	Yes	Yes	No	No
Media File List	Allows listing Media files	Yes	Yes	No	Yes
Media File Update	Allows maintenance of Media Files in Projects	Yes	Yes	No	No
Media File Upload	Allows uploading of Media Files in Projects	Yes	Yes	No	No
PDF Preview Files Create	Ability to create PDF Guide Files	Yes	Yes	No	Yes
PDF Preview Files Delete	Ability to delete PDF Guide Files	Yes	Yes	No	Yes
PDF Preview Files List	Ability to list and get PDF Guide Files	Yes	Yes	No	Yes
Profitability Margin	Allows to see the profitability margin of a project	No	No	No	No
Project Add Glossary settings	Ability to add Glossary settings to a project	Yes	Yes	No	No
Project Add TM settings	Ability to add TM settings to a project	Yes	Yes	No	No
Project Cost Calculate	Allows the project's cost calculate	Yes	Yes	No	No
Project Create	Allows the creation of projects	Yes	Yes	Yes	No
Project Delete	Allows project deletion	Yes	No	No	No
Project Download Files	Allow user to download Original and Translated file	Yes	Yes	No	No
Project Export or Import file	Ability to export or import file from project	Yes	Yes	No	No
Project Get Recommendations	Get workflow recommendations for a project resources	Yes	Yes	Yes	No
Project List	Ability to list projects	Yes	Yes	Yes	No
Project Manager Select (Project)	Allows you to select the project manager for the project	Yes	No	No	No
Project Reference File Download	Allows the download of reference files	Yes	Yes	Yes	Yes
Project Reference File Remove	Allows the removal of reference files	Yes	Yes	Yes	No
Project Reference File Upload	Allows the upload of reference files	Yes	Yes	Yes	No
Project Remove Glossary settings	Ability to remove glossary settings to a project	Yes	Yes	No	No
Project Remove TM settings	Ability to remove TM settings from a project	Yes	Yes	No	No
Project Resource Create	Allows the creation of project resources	Yes	Yes	Yes	No
Project Resource Delete	Allows the deletion of project resources	Yes	Yes	Yes	No
Project Retrieve	Ability to retrieve a single project and associated entities, such as work units, project resource and logfiles	Yes	Yes	Yes	No
Project Update	Allows the project's metadata maintenance	Yes	Yes	Yes	No
Review File Create	Allows creation of Review Files in Projects	Yes	Yes	No	No
Review File Delete	Allows removal of Review Files from Projects	Yes	Yes	No	No
Review File List	Allows listing review files	Yes	Yes	Yes	Yes
Review File Update	Allows maintenance of Review Files in Projects	Yes	Yes	No	Yes
Review File Upload	Allows uploading of Review Files in Projects	Yes	Yes	No	No
Upload Deliverable File	Allows the user to upload non-translatable workflow files	Yes	Yes	Yes	Yes
Work Unit Delete	Ability to delete a Work Unit	Yes	No	No	No

In practice:

Project Cost Calculate — In the Project's Costs tab, controls access to the cost calculation feature. With it, the user can trigger a recalculation of costs for each language pair. Without it, cost rows are visible but read-only, and no recalculation can be triggered.
Profitability Margin — In the task card and task overview, shows a profitability metrics section (revenue vs. cost). This permission is not inherited by any role — it must be granted individually. Without it, the profitability section is always hidden.
Project Get Recommendations — When creating a project or adding resources, the system can suggest workflow configurations based on the resources available (linguists, TMs, glossaries). Without this permission, no recommendations are fetched or shown.
Project Download Files — In the work unit list outside the Editor, controls whether the user sees options to download the original source file and the current translated file. Without it, the download options in the work unit list are not presented. Note: this is separate from Editor Download Files, which provides the same action from within the Editor.
Download Deliverable File — Controls access to downloading deliverable files — non-translatable files that flow through a workflow step (e.g., final assets, signed-off documents). This is separate from translatable file downloads.
Upload Deliverable File — Controls whether the user can upload deliverable files to a project. Appears as a dropdown action in the task/vendor task list.
Project Export or Import file — Shows an Import Genesis file action in the project dropdown. Used to export or import the project file in the platform-specific format for offline editing or integration workflows.
Project Manager Select (Project) — Controls whether the user can assign or change the Project Manager on a specific project. Without it, the PM assignment field in a project is locked. Note: there is a separate Project Manager Select (Org Unit) permission that controls PM assignment at the organizational unit level.
Change status from DELIVERED to DRAFT — When a project is in DELIVERED status, this permission enables the Revert to Draft action in the project actions menu. Without it, DELIVERED is effectively a terminal status and cannot be reverted.
Project Delete — Shows the Delete project option in the project actions dropdown. Without it, projects can be cancelled or archived but not permanently deleted.
Work Unit Delete — Shows a delete button on individual work unit cards within a project. Without it, work units can be managed but not permanently removed.
PDF Preview Files — PDF Guide files are preview-only PDF versions of source documents attached to a project to give context to linguists. The List, Create, and Delete permissions control whether the user can view, add, or remove these files. Vendors can list and create/delete PDF guide files but cannot manage other file types.
Media Files — Media files are non-text assets (images, videos) attached to a project for context or delivery. The List, Create, Update, Delete, and Upload permissions mirror standard file management. Vendors can only list media files; all editing actions require Project Manager or Account-Admin permissions.

Quality

Permission	Description	AA	PM	CL	VE
List Work Unit Reviews	Ability to retrieve one or more work unit reviews	Yes	Yes	No	Yes
Quality Dashboard	Ability to view dashboard of qualities charts	Yes	Yes	No	No
Quality Reports	Ability to retrieve and open file reports	Yes	Yes	No	Yes
Reviews Retrieve	Ability to retrieve a single work unit review	Yes	Yes	No	Yes

In practice:

Quality Dashboard — Controls access to the Quality → Dashboard page, which shows aggregated quality metrics and performance charts across projects, linguists, and language pairs. Without it, the Quality Dashboard is not accessible.
List Work Unit Reviews / Reviews Retrieve — Control access to the quality review records attached to work units (reviewer scores, comments, issue annotations). Vendors can view reviews on their own work; Project Managers and Account-Admins can access reviews across all work units.
Quality Reports — Controls whether the user can open and download quality report files (QA report exports) attached to work units. Without it, report files cannot be accessed.

Search

Permission	Description	AA	PM	CL	VE
Global Search	Ability to use the global search bar	Yes	Yes	No	No

In practice:

Global Search — Controls the search bar visible in the top navigation bar. Without this permission, the search bar is not displayed and the /search page returns an access denied error. With it, the user can search across projects, users, tasks, and other platform entities from any page.

Task

Permission	Description	AA	PM	CL	VE
Auto-Assign Tasks	Ability to auto-assign tasks, for example in the autopilot context	Yes	Yes	No	Yes
Bulk Delivery Tasks (Outside Editor)	Allows you to deliver tasks in bulk without opening the Editor	Yes	No	No	No
Confirm All Segments (Outside Editor)	Allows confirming all segments without opening the Editor	Yes	No	No	No
Confirm Vendor Work Hours	Allows users to confirm the number of hours worked by a vendor, ensuring accurate tracking and payment	Yes	Yes	No	No
Recalculate Task Budget	Allows the user to recalculate task budget based on the linguist current rate	Yes	Yes	No	No
Reject Assignment	Allows users to reject a task assignment	Yes	No	No	No
Task Assign	Ability to assign tasks to a user	Yes	Yes	No	No
Task List	Ability to list tasks	Yes	Yes	No	Yes
Task Pending Acceptance	Allows vendors to accept or reject manually assigned tasks that require pending acceptance	Yes	Yes	No	No
Task Retrieve	Ability to retrieve a single task	Yes	Yes	No	Yes
Task Update	Allows for the maintenance of attributes in tasks, such as due date and instructions	Yes	Yes	No	Yes

In practice:

Auto-Assign Tasks — In the Project Overview tab, shows an Auto-assign section with configuration and a trigger button. Auto-assignment matches tasks to linguists based on configured rules (language pair, expertise, availability). Without this permission, the auto-assign section is hidden and tasks can only be assigned manually.
Task Pending Acceptance — In the Vendor home page, shows a Pending Acceptance tab with a count badge for tasks that have been manually assigned but require the vendor to explicitly accept or reject them before starting work. Without it, the tab is not visible and vendors cannot be required to confirm assignments.
Bulk Delivery Tasks (Outside Editor) — In the vendor task list, enables a Bulk Delivery action at the task group level to deliver multiple tasks at once without opening the Editor for each one. Without it, tasks must be delivered individually.
Confirm All Segments (Outside Editor) — Enables a Confirm All Segments action directly from the task list, without needing to open the Editor. This is useful for tasks where the content has been reviewed externally and only needs to be marked as confirmed. Different from Confirm All Segments (In Editor), which requires the Editor to be open.
Confirm Vendor Work Hours — Shows a confirmation button and modal for a Project Manager to confirm the number of hours a vendor reported working on a task. This is part of the timesheet reconciliation workflow and feeds into payables calculation. Without it, the hour confirmation modal and button are not accessible.
Recalculate Task Budget — Shows a Recalculate Budget button in the task's payment details modal. Triggers a recalculation of the task cost based on the linguist's current configured rate, rather than the rate that was in effect at the time of assignment. Without it, the recalculate button is hidden and the budget is locked at the original calculated value.
Reject Assignment — Allows a vendor to reject a task that has been assigned to them, sending it back to an unassigned state. Shows a Reject Assignment option in the task dropdown menu. Without it, vendors cannot decline tasks assigned to them.

Terminology Kanban

Permission	Description	AA	PM	CL	VE
Kanban Add Terms	Allow add terms in a kanban board	Yes	Yes	No	Yes
Kanban Approve Terms	Allow users to approve terms in a kanban board	Yes	Yes	No	No
Kanban Bulk Move Terms	Allow users to bulk move terms between lanes in a kanban board	Yes	Yes	No	No
Kanban Create Board	Allow users to create kanban boards	Yes	No	No	No
Kanban Delete Board	Allow users to delete kanban boards	Yes	No	No	No
Kanban Ignore Language Pair Restriction	When granted, shows all Kanban board entries; otherwise, restricts entries to those matching the language pairs of the user	Yes	Yes	No	No
Kanban List Terms	Allow users to list kanban terms	Yes	Yes	No	No
Kanban List Terms Reviews	Allow users to list kanban terms reviews	Yes	Yes	No	No
Kanban Move Terms	Allow users to move terms between lanes in a kanban board	Yes	Yes	No	No
Kanban Reject Terms	Allow users to reject terms in a kanban board	Yes	Yes	No	No
Kanban Retrieve User Metadata	Allows retrieval of metadata for users who have performed actions on terms within the Kanban board	Yes	Yes	No	No
Kanban Update Board	Allow users to update kanban boards	Yes	No	No	No
Kanban Update Request Type	Allow users to update terms request type	Yes	No	No	No
Kanban Update Terms	Allow users to update kanban terms	Yes	Yes	No	No

In practice:

Kanban Ignore Language Pair Restriction — By default, the Terminology Kanban board only shows terms that match the language pairs configured for the user. With this permission, that filter is removed and the user sees all terms across all language pairs on the board. Without it, a Project Manager or linguist only sees terms relevant to their assigned language combinations.
Kanban Retrieve User Metadata — In the Kanban board, each term card can show metadata about which user performed an action on it (e.g., who approved or rejected a term). With this permission, that attribution information is visible. Without it, actions are recorded but the user identity is not displayed on the cards.
Kanban List Terms Reviews — Controls whether the user can see the review history/comments associated with terminology Kanban entries. Without it, review data is not accessible in the board.
Kanban Add Terms — Shows the button to submit new terminology candidates to the Kanban board directly from the Editor (via the glossary tooltip) or from the Terminology section. Vendors with this permission can contribute terminology suggestions.

Timesheet

Permission	Description	AA	PM	CL	VE
Delete Timesheet	Allows deleting timesheet entries	Yes	Yes	No	No
Edit Timesheet	Allows creating and editing timesheet entries	Yes	Yes	No	No
Edit User Rate	Allows editing hourly rates	Yes	No	No	No
Export Timesheet	Allows exporting timesheet entries	Yes	No	No	No
View Timesheet	Allows viewing timesheet entries	Yes	Yes	No	No
View Timesheet Profitability	Allows viewing project profitability including timesheet rates	Yes	No	No	No
View User Rate	Allows viewing hourly rates	Yes	No	No	No

In practice:

View Timesheet — The master gate for the entire Timesheet section. Without it, the Timesheet navigation item and all timesheet data are not visible. All other Timesheet permissions require this one to be enabled first.
Edit Timesheet — Controls whether the user can add new timesheet entries and modify existing ones. Without it, the Add row button is hidden and existing entries are read-only.
Delete Timesheet — Shows a delete action on individual timesheet rows. Without it, entries cannot be removed.
Export Timesheet — Shows the Export button in the Timesheet management view, allowing the user to download timesheet entries as a file. Without it, the export button is hidden.
View Timesheet Profitability — Shows a profitability metrics section in the task card and task overview, combining revenue and cost data including timesheet rates. Without it, profitability information is hidden even if the user can view the timesheet itself.
View User Rate — In the User Languages tab, shows the configured hourly rate for Project Manager users. Without it, rates are not displayed to the viewer.
Edit User Rate — In the User Timesheet Info section, enables the currency and hourly rate input fields. Without it, rate fields are hidden and rates cannot be configured or changed.

Translation Memory

Permission	Description	AA	PM	CL	VE
TM Clear	Ability to clear a Translation Memory	Yes	No	No	No
TM Create	Ability to create a new Translation Memory	Yes	Yes	No	No
TM Delete	Ability to delete a Translation Memory	Yes	No	No	No
TM Export	Ability to export a Translation Memory	Yes	Yes	No	No
TM List	Ability to list Translation Memories	Yes	Yes	No	No
TM Retrieve	Ability to retrieve a Translation Memory	Yes	Yes	No	No
TM Segments Import	Ability to import segments to a Translation Memory	Yes	Yes	No	No
TM Update	Ability to update a Translation Memory	Yes	Yes	No	No

In practice:

TM Clear — Permanently removes all translation segments stored inside a Translation Memory, without deleting the TM record itself. This is a destructive, irreversible action and is restricted to Account-Admins.
TM Segments Import — Controls whether the user can upload a TMX, XLIFF, or similar file to bulk-import segments into an existing Translation Memory. Without it, the import option is not available.
TM Export — Controls whether the user can download the Translation Memory contents as a TMX file for use in other tools or as a backup.

User

Permission	Description	AA	PM	CL	VE
Can create/update Taxes (Payables)	Grants the ability to create or update taxes for Payables	Yes	No	No	No
Edit Custom Fields	Allows the user to edit existing custom fields	Yes	No	No	No
User Analytics Access	Allows the user to access the wxrks Analytics Tool	Yes	No	No	No
User API Token	Allows user to manage their own API token	Yes	No	No	No
User Can Disable Augmented Translation Actions	Allows the user to disable the Augmented Translation Actions in the Editor	Yes	Yes	No	Yes
User Can Enable Augmented Translation Actions	Allows the user to enable the Augmented Translation Actions in the Editor	Yes	Yes	No	No
User Delete	Allows user deletion	Yes	No	No	No
User List	Ability to list users	Yes	Yes	No	No
User List eligible linguists	Ability to list eligible linguists	Yes	Yes	No	No
User Reset Password	Allows to reset a user's password	Yes	No	No	No
User Retrieve	Ability to retrieve a single user	Yes	Yes	No	No
User Save	Ability to create a new user or update an existing one	Yes	Yes	No	No
User Select Org Unit in Portal	Allows the user to select an organizational unit in the portal, and override the default account	Yes	No	No	No
User TMS Access	Allows the user to access the wxrks TMS	Yes	Yes	Yes	Yes
User Update Billing	Ability to update a user's billing information	Yes	No	No	No
User Update Payment	Ability to update a user's payment information	Yes	No	No	Yes
User Update Roles	Manage the roles of a user	Yes	Yes	No	No

In practice:

User TMS Access — This is the master gate to the entire wxrks TMS. Without it, a non-admin user attempting to log in immediately receives an alert "You don't have permission to access TMS" and is redirected to the login page. Every user who needs to work in the platform — whether as a linguist, project manager, or client — must have this permission enabled. It is inherited by all four roles and can be individually disabled by Account-Admins for specific users.
User Select Org Unit in Portal — In the Translation Portal (/portal), users with this permission see a modal in the upper area of the screen to select which organizational unit they want to work under, overriding the account default. Without it, the org unit selector modal does not appear and the portal always uses the account's default organizational unit.
User API Token — In My Account → Security, shows a section where the user can generate and manage their personal API token for integrating with the wxrks API. Without this permission, the token generation button is disabled.
User Analytics Access — Controls access to the wxrks Analytics tool. Without it, the analytics section is not accessible to the user.
Edit Custom Fields — Controls whether the user can click the Edit button on custom fields attached to user profiles and other records. Without it, custom fields are visible but read-only.
User Delete — Shows a Delete option in the user actions dropdown (visible to Account-Admins managing other users). Without it, users can be deactivated or have their access removed, but cannot be permanently deleted.
User Can Disable Augmented Translation Actions / User Can Enable Augmented Translation Actions — Augmented Translation (AI-assisted suggestions, such as machine translation pre-fills) can be toggled on or off in the Editor. The Disable permission allows the user to turn it off for themselves; the Enable permission allows them to turn it back on. Granting the Disable permission without the Enable permission means the user can turn off Augmented Translation but cannot re-enable it without admin intervention.
User Update Billing — Controls access to editing billing information (e.g., billing address, invoice details) in a user's profile. This is used for account-level billing management.
User Update Payment — Controls access to editing payment information (e.g., bank account details, payment method) in a user's profile. Vendors typically need this to set up how they receive payables.
Can create/update Taxes (Payables) — Allows configuring tax rates that apply to Payables at the user level. Without it, tax configuration fields for payables are not accessible.

Quick reference

Role	Inherits by default
Account-Admin	Full management of the account: users, seats, permissions, organizations, org units, price lists, accounting (payables, receivables, payouts), connectors, projects, tasks, timesheets, TMs, glossaries, terminology boards, quality, and the Editor
Project Manager	Day-to-day project operations: create and manage projects, assign tasks, manage TMs and glossaries, work in the Editor, sync and deliver connector projects, view quality data, and manage timesheets
Client	Requesting and following projects: create projects, upload/download files, approve projects, change project status, run auto-translation, and manage their organizations and organizational units
Vendor	Executing translation work: open the Editor, search glossary terms, update TMs, list and update their tasks, view their payables, work with review/PDF preview files, and manage their own payment information

Troubleshooting

A toggle is locked and cannot be changed — the permission is inherited from the user's role, a Permission Group, an Organization, or an Organizational Unit. Account-Admins can disable only the inherited permissions listed in the overview section above; the rest stay enabled while the user has the role.
A user lost access after a role change — permissions inherited from the old role are removed automatically. Re-grant individual permissions on the Permissions tab if needed.
A user has unexpected access — check whether the user has multiple roles or belongs to a Permission Group; both add permissions on top of individual grants.
A user cannot add glossary terms — see the troubleshooting steps in the Glossary section above.
A user cannot log in and sees "You don't have permission to access TMS" — the User TMS Access permission has been disabled for that user. Re-enable the toggle on their Permissions tab.