Skip to main content

Welcome to our Help Center

Search

All about Bureau Works roles

  • Updated

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. Their primary responsibilities encompass client communication, ensuring timely project delivery, and efficiently assigning translation tasks to the appropriate translators. 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
Payables Approval Ability to approve payables Yes No No No
Payables List Ability to retrieve one or more payables No No No Yes

 

Connectors Related Permissions

Permission Name Description Account-Admin Project Manager Client Vendor
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 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 No Yes No
Organizational Unit Creation Ability to create organizational units Yes No Yes No
Organizational Unit List Ability to list organizational units Yes No Yes No
Organizational Unit Remove Contact Ability to dissociate a contact from an organizational unit Yes No 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 No 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

 

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
Change Status of Projects Ability to change the status of projects Yes Yes Yes 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
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

 

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 Yes Yes
Task Update Allows for the maintenance of attributes in tasks, such as due date, instructions etc. Yes Yes No Yes

 

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 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

 

If any questions were not answered in this article, please don't hesitate to contact our support team at help@bureauworks.com. 

Was this article helpful?
2 out of 2 found this helpful

Related articles

Comments

0 comments

Please sign in to leave a comment.