This article will explain all you need to know about the concept of Organizations in BWX.
To learn about Organizational Units, please check out the article All about Organizational Units.
BWX offers a layered structure designed to categorize your projects, clients, and users effectively. This hierarchical system aims to optimize your environment by providing flexibility in information security, access control, and permissions.
An Account comprises two hierarchical sub-levels: The first is the Organization, followed by the Organizational Unit. Within your account, you have the flexibility to create as many Organizations and Organizational Units as required.
As depicted in the image above, an Organization will consistently have only one Account as its parent, yet it can have multiple Organizational Units. Each Organizational Unit will be associated with only one Organization, just as each Organization will always be linked to only one Account.
Although the Organizational Unit directly connects with projects, it's the Organization that serves as the conduit for essential assets like Price Lists, Translation Memories and Glossaries. Prior to reaching your project through the Organizational Unit, these assets must transit through a single Organization.
2. Creating an Organization
The first step you you will need to take is to click on Organizations and then on Organizations:
On the Organizations page, click on Add Organization:
The Add Organization page will display three fields to be informed by you:
Name: Your Organization's name
Country: The country where the main organization is located
Organizational Units: The Organizational Units which should be associated with your Organization
You must click on Add Org. Unit to create a new Organizational Unit that will be associated with your new Organization.
In this window, you will need to inform:
Contact Person: The Organizational Unit's default contact person (the person to be added needs to be registered)
Name: Your Organizational Unit's name
Country: The country where your Organizational Unit is located
Currency: This field will be automatically filled according to your chosen country, but you may change it if needed
Timezone: The timezone your Organizational Unit will follow
Add me to this unit: Toggle this option to be automatically associated with the Organizational Unit
Once you've completed filling out the fields, click on Create, and your Organizational Unit will be ready and linked with your Organization to be created.
Please bear in mind that you can create as many Organizational Units as necessary using this interface.
After checking all the provided information, just click on Create and your Organization will be created.
That's it! 🎉
3. Organization tabs
An BWX Organization comprises five distinct tabs, each serving specific functionalities and features. In this section, we will provide detailed information about the purpose and functions of each tab to offer a comprehensive understanding of their respective roles within the Organization.
The Information tab is also the initial page of your Organization. It will show basic information such as the Organization's name and its country. Within this tab, it is also possible to edit these fields.
Within the Associations tab, you'll find a display of the Organizational Units and users currently linked with the respective Organization. Additionally, from this tab, you can establish associations with other Organizational Units and users.
The Prices tab will show the Price Lists that are associated with the Organization, giving you the option to Add new ones and Delete others.
⚠️ It's crucial to note that while the Organization will have access to all Price Lists under your entire Account, enabling their use in your projects requires them to be initially associated with your Organization. Subsequently, you'll need to associate them with your Organizational Unit as well.
To learn more about our Price Lists, please check out the article How to create a Price List.
3.4 Hierarchy View
Within the Hierarchy View tab, you'll gain a visual representation of all the Organizational Units falling under your Organization. This tab aims to provide you with an overview of how your Organization is structured into various Organizational Units.
3.5 MT Settings
In the MT Settings tab, you can set up your Machine Translation provider(s), assuming you've configured this within your entire Account. This configuration is also accessible for Organizational Units.
The Organization's configuration aligns with the Account-level settings unless more specific instructions are provided. Similarly, the Organizational Unit's configuration considers the Organization's setup unless configured differently.
To learn more about our MT integration, please check out the article BWX Machine Translation integration.
4. Glossaries and Translation Memories
Glossaries and Translation Memories are not presented as tabs within our Organization interface; however, they share a close relationship. Essentially, each Translation Memory or Glossary is linked to an Organization.
Consequently, these assets can be affiliated with multiple Organizational Units, provided they belong to the same Organization. The diagram below illustrates that these assets are not shared among Organizations.
Tip: If you require access to the same assets while creating projects under Organizational Units that do not share the same Organization, simply reach out to our support team, and they will assist you with this.
If any questions were not answered in this article, please don't hesitate to contact our support team at email@example.com.