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 BWX
After creating a user, you can manage the following information:
1. General contact information
You can complete the contact information on the screen below. The available information is:
-
Name: includes all middle and last names;
-
Email: Also the username for logging into BWX. The email is unique and cannot be changed;
-
Country/State/City/Postal Code: User Location Information;
-
Slack: Display name (no @ needed);
-
Skype: Skype account;
-
Account status: It can be set as Active, Inactive or Disabled. If Inactive or Disabled, access is blocked;
2. User permissions
In the permissions tab, you can configure the permissions the user will have. The available options are:
-
Account-Admin: The Account manager
-
Client: stakeholder responsible for placing orders and approving requests
-
Project Manager: manager of all stages of the project
-
Vendor: linguists, reviewers and other vendors
Users with Project_Manager can only create new Project_Manager and Vendor users.
3. Languages
In this tab, it is possible to edit the language pairs used by the vendors in the translations.
-
Choose a source language and a target language and click on
Add Language Pair
The language pair must be filled exclusively for Vendor users such as linguists, reviewers, designers, etc.
4. Billing
On this tab, the following information regarding vendors' billing will be displayed:
-
Currency: the used currency for billing
-
Word Rate: amount per word
-
Hourly Rate: amount per hour
-
Daily Rate: amount per day
-
Pages Rate: value per page
-
Payment Method: the method used to pay the vendor
-
Bank information: this information must be filled in, so the vendor can be paid by this method
Billing settings must be filled exclusively by Vendor users, such as linguists, reviewers, designers, etc.
5. Associations
In this tab, you can manage the Organization and Organizational Unit associations to which the user belongs.
All users will be linked to an Account. The Account is at the top of the hierarchy of organizational structures of BWX, being managed only by the Account-Admin.
● To add an Organization/Organizational Unit, find the Org/Unit and click + Add
6. Autopilot
The Autopilot feature allows the vendors 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 vendors for each task.
On this tab, it is possible to manage the autopilot permissions for each user.
-
Translate: Allows the vendor to become eligible for the workflows: Translation and Feedback Implementation
-
Reviewer: Allows the vendor to become eligible for the workflows: Review, Review 2, Review 3 and Proofreading
-
Voice Talent: Allows the vendor to become eligible for the workflows: Voiceover
-
Sworn Translator: Allows the vendor to become eligible for the workflows: Sworn
-
ICR: Allows the vendor to become eligible for the workflows: In-Country Review and In-Country Review 2
-
DTP: Allows the vendor to become eligible for the workflows: DTP, Subtitling and Video Editing
-
Interpreter: Allows the vendor to become eligible for the workflow: Interpretation
-
Regional Approval: Allows the vendor to become eligible for the workflow: Regional Approval
-
Transcriber: Allows the vendor to become eligible for the workflow: Transcription
-
QA: Allows the vendor to become eligible for the workflow: QA
7. Tags
In 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.
-
To manage the status, just click on the desired status.
TAG insertion makes it easy to find them for the delivery of tasks in BWX. For example, if you want a Vendor related to marketing content, you can easily find it, as the TAG indicates “marketing”.
8. Metrics
On this tab, you can see the metrics that define user performance. The points of analysis are as follows:
-
Average Ratio (%): average user's overall achievement
-
Average Preferential Per Job: Reviews categorized as preferred on vendor work
-
Average Fluency Per Job: Reviews categorized as fluency improvement
-
Average Grammar Per Job: Reviews categorized as grammar correction
-
Average Incorrect Per Job: reviews categorized as incorrect translation
-
Average Terminology Per Job: Reviews categorized as terminology correction
-
First Job: date of first job performed on BWX
-
Last Job: date of the last job performed in BWX
-
Total Words: total words translated within BWX
-
Punctuality Index (%): percentage of task deliveries within the deadline
Only users with a Vendor role will have the metrics populated through the quality reports. They are generated after each review in BWX.
Comments
0 comments
Please sign in to leave a comment.