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How to manage user information
How to manage user information
Updated over a week ago

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

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:


2. User Tabs

2.1 General

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)

How to manage user information - General.png

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.


2.2 Permissions

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.

How to manage user information - Permissions.png

It is worth mentioning that users with Project_Manager can only create new Project_Manager and Vendor users.

If you want to learn more about roles and permissions, please refer to this article: All about Bureau Works roles.


2.3 Languages

This tab allows editing of the user's language pairs for task eligibility—both for manually assigned and auto-assigned Autopilot tasks. The user must have the precise language pair to be eligible for these tasks.

To include a new language pair, select a source language and a target language, then click on + Add Lang Pair. Removing a language pair is simple—click on the ❌ button located on the right-hand side.

How to manage user information - Languages.png

If you want to learn more about the languages we currently support, please refer to this article: Supported Languages by Bureau Works.


2.4 Billing

This tab will display the following details concerning the user's billing:

Currency: The currency utilized for billing purposes
Word Rate: The fee per word
Hourly Rate: The charge per hour
Daily Rate: The fee per day
Pages Rate: The value per page
Payment Method: The user's selected payment method
Bank Information: Essential details required for payment via this method

How to manage user information - Billing.png

2.5 Associations

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.

How to manage user information - Associations.png

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


2.6 Autopilot

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.

How to manage user information - Autopilot.png

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.


2.7 Tags

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.

How to manage user information - Tags.png

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.


2.8 Metrics

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

How to manage user information - Metrics.png
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