Account & Organization
Accounts, organizations, org units, users, roles, and permissions.
19 articles
Org Structure
How accounts, organizations, and org units relate to each other.
- All about Organizational UnitsA tab-by-tab reference for every Organizational Unit setting: General, Project, Prices, Billing, Access Management, Translation Settings, Context, Net Rate, MT, Segmentation, LLM, Workflows, Notifications, Attachments, and Custom Fields.
- All about OrganizationsHow the Organization entity works in wxrks: creating one, its Information, Associations, Prices, Hierarchy View, MT Settings, and Custom Fields tabs, and how to delete one.
- How to create an Organization or Organizational UnitStep-by-step instructions for creating a new Organization and Organizational Unit in wxrks, including which fields are required and who has permission to create each one.
- Accounts, Organizations and Organizational UnitsThe conceptual Account > Organization > Organizational Unit hierarchy in wxrks, and how it controls who can see and manage which projects, users, and assets.
- My Account: Managing Your Profile, Security, and NotificationsManage your personal wxrks profile: contact info, password, MFA, API credentials, payment details, and notification preferences - separate from account-wide Settings.
Users, Roles & Permissions
Manage users, assign roles, and control permission groups.
- wxrks Permissions Reference: Account to Organizational UnitEvery individual permission in the Account, Accounting, Connectors, Editor, Glossary, Organization, and Organizational Unit categories, and what each one unlocks. Part 1 of 3.
- wxrks Permissions Reference: Permission Group to SearchEvery individual permission in the Permission Group, Price List, Project, Quality, and Search categories, and what each one unlocks. Part 2 of 3.
- wxrks Permissions Reference: Task to UserEvery individual permission in the Task, Terminology Kanban, Timesheet, Translation Memory, and User categories, and what each one unlocks. Part 3 of 3.
- All about wxrks rolesThe four wxrks roles (Account Admin, Project Manager, Client, Vendor), what each one can do by default, and where to find the full permission-by-permission reference.
- How to manage Permission GroupsCreate a Permission Group to grant a shared set of permissions to multiple users at once, and manage who belongs to each group.
- How to manage user informationHow to find a user's record in wxrks and manage their profile, permissions, rates, tags, associations, and performance metrics.
Workflow & Field Config
Configure custom workflows, custom fields, and segmentation rules.
- Managing Your Custom WorkflowsHow to create, edit, reorder, and archive account-wide workflow steps, set up file-extension recommendation rules, and configure Organizational Unit-level workflow overrides in wxrks.
- Advanced Workflow ManagementCreate named, reusable Workflows that bundle Workflow Steps and apply them to projects and files with one click.
- All About Custom FieldsHow to create a Custom Field, which wxrks entities support them, whether a new field applies to existing records, and how each data type (Boolean, Numeric, Multivalue, Free Text) behaves.
- All about Segmentation RulesHow wxrks segments text into translatable units by default, and how to upload a custom .SRX rule file to change segmentation at the Account or Organizational Unit level.
- Configure consolidated allocation notification templatesCustomize the wording of the emails wxrks sends vendors when several tasks are assigned or await acceptance at once, and the placeholders available in each.
Workspace Preferences
General settings, Zen Mode, and PM timesheets for your workspace.
- All about SettingsA map of every tab under Account Settings, Translation Settings, and Automation Settings, with what each one does and links to the in-depth article for it.
- Managing Zen ModeTurn on Zen Mode to hide the Editor's Preview Panel and Navigation Sidebar for a workflow, account-wide or for one Organizational Unit.
- Managing PM TimesheetsHow Account Admins set Project Manager pay rates, review and filter all PM timesheet entries, export records to .xlsx, and track how PM time affects a project's profit margin.