This article shows you how to manage user's information. If you want to learn how to create a user, please refer to the article: Creating a user in Bureau Works

1. Introduction
​2. User Tabs
​ 2.1 General
​ 2.2 Permissions
​ 2.3 Billing & Language Tab Overview
​ 2.4 Associations
​ 2.5 Autopilot
​ 2.6 Tags
​ 2.7 Metrics

Mastering the management of user information is pivotal to ensuring an optimal experience for users when utilizing Bureau Works, directly influencing the quality of their work.

This article aims to delve into every tab within the user section, elucidating how their configurations can impact their use.

Below, you can see how the user profile looks like:

This tab will bring some basic information about the user.

Name: The user's name
​Email: The registered email for logging into Bureau Works
​Account status: The user's account status. It can be set as Active, Inactive or Disabled.
​Country/State/City/Postal Code: The user's address (optional)
​Slack: The user's Slack account (optional)

At the upper right-hand corner, you'll find the Actions button. From here, you can send the user a reset password link via email if they've forgotten their password. You will find more information about it here.

On the Permissions tab, you can change the user's role. Bureau Works will grant granular permissions according to it, but you may change them as well.

It is worth mentioning that users with Project_Manager can only create new Project_Manager and Vendor users.
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​If you want to learn more about roles and permissions, please refer to this article: All about Bureau Works roles.

The "Billing & Languages" tab brings together two essential sections: Payment Information and Prices per Language Pair. These two components are crucial for defining the payment structure and assigning rates for each language pair that a translator works with. In this article, we will guide you through the fields and options available in this newly merged section, explaining how to manage payment methods, set rates, and assign workflows to language pairs.

The Payment Information section allows you to configure your billing details. Here, you will find the necessary fields for setting your preferred currency, minimum fee per task, and selecting your payment method. Based on your selection of payment method, the platform will display additional fields relevant to the chosen option. Let’s break it down:

By selecting the Payment Method, the platform automatically adjusts the fields shown to suit the chosen option, ensuring you only fill in the necessary details.

(imagem da tab "Payment Information" com todos os campos explicados acima sendo destacados).

The Prices per Language Pair section allows you to define specific rates for each language pair you work with. It consists of two parts: configuring default values for workflows and customizing individual rates for each language pair.

The first step in this section is selecting a Workflow. A workflow is a predefined set of steps or tasks that can be assigned to a language pair. If you need to add a new workflow, click on Workflows and then select Add new workflow. Choose the type of workflow, and click + Add to add it.

Once a workflow is selected, the following fields will be populated with default rates for the chosen workflow:

These rates are applied to all language pairs associated with this workflow by default. However, you can choose to customize these values for each individual language pair.

Below the workflow configuration, you will see a list of language pairs that have already been pre-registered. Each language pair has five columns:

If you do not wish to customize the rates for a specific language pair, the values displayed in the columns will be the default rates set for the selected workflow. However, if you want to set specific rates for a particular language pair, you can do so by clicking the link icon in the respective column. This will unlink the field from the default rate and allow you to input your custom value.

After unlinking a field, you can edit the value for that language pair. If you want to reset the value to the default rate, simply click the link icon again, which will turn into a "link with default" icon, and the field will be updated with the default value.

The language pair list functions like a table, showing all your pre-registered pairs and their corresponding rates. Once you have customized any of the values, the updated rates will be applied to the selected language pair. In the example below, you can see the prices per language pair registered for the Transcription workflow.

Within this tab, you can administer the associations between the user and the Organization and Organizational Units they belong to.

All users will be associated with an Account, which stands at the apex of Bureau Works's organizational structures and is exclusively managed by the Account-Admin.

To include an Organization/Organizational Unit, locate the Org/Unit and click on + Add.

The Autopilot feature allows the linguists to see the tasks in their dashboard as long they are eligible for them. On that wise, they can choose to assign themselves and proceed with the work. This feature will save some time touching the PM attributions, seeing that they will not need to assign the linguists for each task.

On this tab, it is possible to manage the autopilot permissions for each user.

1. Translate: Allows the vendor to become eligible for the workflows: Translation and Feedback Implementation
​2. Reviewer: Allows the vendor to become eligible for the workflows: Review, Review 2, Review 3 and Proofreading
​3. Voice Talent: Allows the vendor to become eligible for the workflows: Voiceover
​4. Sworn Translator: Allows the vendor to become eligible for the workflows: Sworn
​5. ICR: Allows the vendor to become eligible for the workflows: In-Country Review and In-Country Review 2
​6. DTP: Allows the vendor to become eligible for the workflows: DTP, Subtitling and Video Editing
​7. Interpreter: Allows the vendor to become eligible for the workflow: Interpretation
​8. Regional Approval: Allows the vendor to become eligible for the workflow: Regional Approval
​9. Transcriber: Allows the vendor to become eligible for the workflow: Transcription
​10. QA: Allows the vendor to become eligible for the workflow: QA

If you want to learn more about the Autopilot feature, please refer to this article: How to use the Autopilot feature.

On this tab, it is possible to manage the tags related to each user.

To add a tag, just type the desired tag in the Tags field.

Tag insertion simplifies task retrieval in Bureau Works. For instance, if you need a linguist specializing in marketing content, you can conveniently locate them by the "marketing" tag. The tags will also be considered for Autopilot tasks.

This tab showcases the metrics that determine user performance. The points of analysis include:

1. Average Ratio (%): User's overall average achievement
​2. Average Preferential Per Job: Preferred reviews on vendor work
​3. Average Fluency Per Job: Reviews indicating fluency improvement
​4. Average Grammar Per Job: Reviews highlighting grammar correction
​5. Average Incorrect Per Job: Reviews addressing incorrect translations
​6. Average Terminology Per Job: Reviews indicating terminology correction
​7. First Job: Date of the user's initial job executed on Bureau Works
​8. Last Job: Date of the user's most recent job completed on Bureau Works
​9. Total Words: Total translated words within Bureau Works
​10. Punctuality Index (%): Percentage of task deliveries completed within the deadline