Team Management

Can I assign different roles to my team members?

Yes, you can assign different roles to team members based on their responsibilities and access requirements. This helps maintain security and streamlines project management.

Role permissions matrix

Administrator Role

An administrator within this system has comprehensive control over project management and file handling.

The key responsibilities and permissions include:

  • Member Management: Administrators have the authority to add new members to the system and remove existing members as necessary, ensuring that the project team remains up-to-date and optimized for current project needs.
  • File Management: Administrators have full capabilities to upload and download files, as well as share them with other team members. They can also create new folders, enabling organized storage and easy retrieval of project documents.
  • Project Editing: The Administrator has the exclusive right to edit all aspects of the project data to maintain accuracy and relevance. This includes modifying participant information, adjusting timeline settings, updating timelines, changing project statuses, and editing any related project data to ensure alignment with project goals.

Member Role

The Member role is designed for individuals who need access to view project details and content without the ability to make any modifications.

  • View-Only Access: Members are granted view-only permissions, allowing them to see project files, documents, and details without the ability to edit, upload, or download any content. This ensures project data remains secure while still enabling team collaboration and status updates while maintaining the integrity and control of project content.

Editor/Uploader Role

The Editor/Uploader is crucial role in managing content within the system, with a specific focus on handling audio, participant records and transcripts.

  • Audio Management: Editors are authorized to upload audio recordings to the system. This function is especially vital for projects that require transcription or review, enabling a continual flow of processing and documentation.
  • Download Transcripts: Upon the completion of transcription processes, Editors have the ability to download the transcripts. This limitation for viewing, editing, and validation of transcripts ensures quality control by restricting access to finalized documents only before publication or further use.
  • Create and edit information related to the participants.

Billing Role

The Billing role is specialized and critical, focusing primarily on the financial and administrative aspects of project management.

  • No File or Project Editing: Individuals in the Billing role do not have permissions to upload, download, or modify any files within the system. Similarly, they cannot alter project details, timelines, or settings. This limitation creates a clear separation of duties and maintains data integrity.
  • Primary Contact for Financial Matters: The main responsibility of this Billing role is to act as the primary point of contact for all matters related to invoicing, processing payments, tracking invoices, processing payments, and communicating with external and internal stakeholders about billing inquiries and reports.

Frequently Asked Questions