This article will provide guidance on the roles and their permissions within Bureau Works.

1. Roles and permissions overview
1.1. Account-Admin
1.2. Project Manager
1.3. Client
1.4. Vendor
2. Permissions

1. Roles and permissions overview

To meet localization requirements, various agents are involved in the translation process, each with distinct responsibilities and different relationships with the localization company.

In response to this, Bureau Works has categorized these agents and established permissions that align with their expected tasks. Consequently, when a user assumes a specific role, they are automatically granted what we refer to as "Inherited Permissions". These permissions provide the necessary abilities and access required for their designated tasks.

It's worth noting that while it is not possible to disable the inherited permissions, you do have the flexibility to add additional permissions as needed.

This article will address permissions up to those granted to the Account-Admin role, which holds the highest level of privileges, except for the SysAdmin role, exclusively reserved for internal staff.

⚠️ If you are an Account-Admin seeking additional permissions, kindly reach out to our support team.

Our permissions are organized into sections, with each section corresponding to the specific part of the system to which they are related. These sections are:

Account
Accounting
Connectors
Editor
Glossary
Organization
Organizational Unit
Permission Group
Project
Quality
Search
Task
Translation Memory
User

In the upcoming sections, we will describe each available permission, provide their descriptions, and clarify whether they are inherently granted to each role by default or not.

1.1. 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.

1.2. 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.

1.3. Client

Clients, often referred to as project requestors in the localization industry, hold a pivotal position that cannot be overstated. They serve as the driving force behind the entire localization process, as they initiate and define the scope of translation projects. These clients 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.

1.4. 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.

2. Permissions

To enhance comprehension and facilitate role comparison, the permissions automatically granted to each type of role are listed below:

Account Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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	Ability to add new and potentially billable users to an account	Yes	No	No	No
Remove Account Seat	Ability to remove allocated seats from an account	Yes	No	No	No

Accounting Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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
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 currenc	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

Connectors Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
Blaise Connector Access	Permission to access the Blaise connector	No	No	No	No
Create Connector Config	Ability to create new connector configurations	Yes	No	No	No
Deliver Connector Projects	Ability to deliver translations to targets in the connector configuration	Yes	Yes	No	No
List Connector Config	Ability to list all connector's configurations	Yes	No	No	No
List Connectors	Ability to see and access Connectors	Yes	No	No	No
List Entries of Connector Projects	Ability to list entries created by connectors bound to projects	Yes	Yes	No	No
Sync Connectors	Ability to create new projects based on defined connectors configurations	Yes	Yes	No	No

Editor Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
Add Terms to Glossary	Ability to add new terms to the glossary from the editor	Yes	Yes	No	No
Authenticated Web Preview	Ability to preview URLs configured with basic HTTP auth	Yes	Yes	No	Yes
Auto-translation	Ability to run auto-translation from the editor	Yes	Yes	Yes	No
Confirm All Segments	Ability to confirm all segments at once	Yes	Yes	No	No
Editor Delete Glossary	Ability to delete terms directly within the 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 the editor	Yes	Yes	No	Yes
Editor Update Glossary	Ability to update terms from the glossary from the editor	Yes	Yes	No	No
Lock Segments	Ability to lock/unlock segments in editor	Yes	Yes	No	No
Open Editor	Ability to open the editor	Yes	Yes	No	Yes
TM Upsert	Ability to update translation memories when confirming translations in the editor	Yes	Yes	No	Yes

Glossary Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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

Organization Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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 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	Ability to manage attributes in organizations	Yes	No	No	No

Organizational Unit Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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 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	Ability to manage attributes in organizational units	Yes	Yes	Yes	No

Permission Group Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
Permission Group Add User	Ability to add users to a permission group	Yes	No	No	No
Permission Group Create	Ability to create a permission group	Yes	No	No	No
Permission Group Delete	Ability to remove a permission group	Yes	No	No	No
Permission Group Update	Ability to update (including setting permissions) a permission group	Yes	No	No	No

Price List Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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 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

Project Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
Approve Projects	Allows clients (including requesters) to approve projects	Yes	Yes	Yes	No
Assignment to project (take it)	Allow the user to be assigned as Project Manager in a project	No	Yes	No	No
Change Status of Projects	Ability to change the status of projects	Yes	Yes	Yes	No
Revert status from DELIVERED to DRAFT	Ability to change status of projects from delivered to draft	Yes	No	No	No
Media File Create	Ability to create media files in Projects	Yes	Yes	No	No
Media File Delete	Ability to remove media files from projects	Yes	Yes	No	No
Media File List	Ability to list media files	Yes	Yes	No	Yes
Media File Update	Ability to manage media files in projects	Yes	Yes	No	No
Media File Upload	Ability to upload 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	Ability to calculate the project's cost	Yes	Yes	No	No
Project Create	Ability to create projects	Yes	Yes	Yes	No
Project Export or Import file	Ability to export or import file from project	Yes	Yes	No	No
Project Get Recommendations	Ability to get workflow recommendations for a project resources	Yes	Yes	Yes	No
Project List	Ability to list projects	Yes	Yes	Yes	No
Project Reference File Download	Ability to download reference files	Yes	Yes	Yes	Yes
Project Reference File Remove	Ability to remove reference files	Yes	Yes	Yes	No
Project Reference File Upload	Ability to upload reference files	Yes	Yes	Yes	No
Project Remove Glossary settings	Ability to remove glossary settings from 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	Ability to create project resources	Yes	Yes	Yes	No
Project Resource Delete	Ability to delete 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	Ability to manage project's metadata	Yes	Yes	Yes	No
Review File Create	Ability to create review files in projects	Yes	Yes	No	No
Review File Delete	Ability to remove review files from projects	Yes	Yes	No	Yes
Review File List	Ability to list review files	Yes	Yes	Yes	Yes
Review File Update	Ability to manage review files in projects	Yes	Yes	No	No
Review File Upload	Ability to upload review files to projects	Yes	Yes	No	No
Work Unit Delete	Ability to delete a Work Unit	No	No	No	No

Quality Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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

Search Related Permission

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
Global Search	Ability to use the global search bar	Yes	Yes	No	No

Task Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
Auto-Assign Tasks	Ability to auto-assign tasks, for example in the autopilot context	Yes	Yes	No	Yes
Task Assign	Ability to assign tasks to a user	Yes	Yes	No	No
Task List	Ability to list tasks	Yes	Yes	No	Yes
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, instructions etc.	Yes	Yes	No	Yes

Terminology Kanban Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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 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 List Terms	Allow users to list kanban terms	Yes	Yes	No	No
Kanban List Terms Reviews	Allow users to list kanban terms reviews	Yes	No	No	No
Kanban Move Terms	Allow users to move terms between lanes in a kanban board	Yes	Yes	No	No
Kanban Move Terms	Allow users to bulk 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 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

Translation Memory Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
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

User Related Permissions

Permission Name	Description	Account-Admin	Project Manager	Client	Vendor
User API Token	Ability to manage their own API token	Yes	No	No	No
User Can Disable AI	Allows disabling AI features of the editor	Yes	Yes	No	Yes
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	Ability 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 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	No
User Update Roles	Ability to manage the roles of a user	Yes	Yes	No	No

How to create a translation project in Bureau Works

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