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wxrks Permissions Reference: Account to Organizational Unit

Every individual permission in the Account, Accounting, Connectors, Editor, Glossary, Organization, and Organizational Unit categories, and what each one unlocks. Part 1 of 3.

This is part 1 of the full wxrks permission-by-permission reference, organized by category to match the tabs on a user's Permissions page. For the four roles, how inherited permissions work, and how to grant or revoke one, see All about wxrks roles — this page picks up where that one leaves off.

Roles: AA = Account Admin, PM = Project Manager, CL = Client, VE = Vendor. A "No" means the role does not inherit the permission automatically — but an Account Admin can still grant it individually (unless noted otherwise).


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:

  1. Verify general Glossary permissions — ensure the Glossary permissions above are enabled for the user.

  2. Check Editor permissions — confirm that Add Terms to Glossary is enabled under the Editor section for users who work mainly in the Editor.

  3. 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

See All about Organizations for what each of these permissions unlocks on the Organization page itself.

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

See All about Organizational Units for what each of these permissions unlocks on an Organizational Unit's tabs.

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.

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