Knowledge Base

Where applicable, client user authorization may warrant the need for Administration and Financial access.

Allows the Client User the ability to add/adjust additional client users with permissions equal or less than their own.  Meaning, the new user would have access to the same or less accounts.

1.      From the Administration menu, select Maintain Users

2.      Select the Add New (+) from bottom right

3.      Select Authority type (Admin, Client, Interpreter)

4.      Complete required information

NOTE:  Email address is utilized as the username for login credentials; therefore, must be unique.

TIP:  It is recommended to select “Reset Password on next Login” for all new users.

1.      User Info

a.       Link To refers to the account(s) the user should have access to.  Selecting a parent account will provide access to all child accounts associated.  Selecting individual child accounts will restrict the user to the selected accounts.

b.      Client is an Interpreter refers to interpreters who have been given Client user access to allow them to create/submit jobs for specific clients (optional feature).

2.      Access provides authorization to user’s associated account(s) indicated within the Link To field

a.       Can maintain users allows user to add/remove users or adjust permissions.

b.      Can view invoices allows users to review invoices.

c.       Can edit jobs allows user to edit existing jobs.

d.      Can add jobs allows user to add new jobs.

e.       Chat enabled allows Client user to chat with Scheduling Admin.

3.      Password requirements are indicated within the Maintain Company settings

a.       Change password allows the Admin to manually enter a new password.

b.      Reset password on next Login allows user to reset their password upon their next login following a manual reset by the Admin.

c.       Enable Multi-factor Authentication allows user to be required to have MFA. 

d.      Reset Multi-factor Authentication on next Login allows user to reset their MFA upon their next login following a manual reset by the Admin.

4.      Notes are visible to all Admin who have access to the Maintain User grid.

If the Language Service Agency processes their accounts payables through the Workforce OS platform, authorized Client users have the ability to review invoice details.

Locate an invoice

1.      From the Financials menu, select Invoicing

2.      Enter the Bill To / Invoice number to review a specific invoice

3.      To complete a filter search:

a.       Select Paid or Unpaid

b.      Select & enter a date within the Due Date, Posted Date, or Period End Date fields

4.      Select Search

5.      Select Reset to clear the filtered settings

Review an invoice

1.      Select the > to the left of the Parent / Bill To account name to reveal a list of associated invoices.

2.      Select the > to the left of the specific invoice number to reveal a list of job details associated with the invoice.

3.      Select the Job# within the invoice detail to open the job request.

4.      Action Tools:

a.      to send the invoice via email to the billing point of contact

b.      to print or print to pdf

c.        to export to excel

1.     From the Actuals tab within the job request, select Add Dispute.

2.     Enter the reason for dispute and select Submit Dispute.

NOTE: The Language Service Agency will process the dispute and provide an update.