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Team Management

Defining Team Roles

When building a team, assigning the right roles is essential to ensure efficient collaboration and effective management of projects. Each role is designed with specific permissions and responsibilities to meet the diverse needs of a team.

This article provides an overview of the roles available when creating a team, including Administrator, Editor/Uploader, Member, and Billing. By understanding these roles, you can assign responsibilities that align with your team's workflow and objectives. Below is a breakdown of each role and its key responsibilities:

Roles and Responsibilities

Administrator

An Administrator has comprehensive control over project management and file handling:

  • • Member management: Add new members and remove existing members, keeping the project team up to date.
  • • File management: Upload, download, and share files, and create folders for organized storage and easy retrieval.
  • • Project editing: Exclusive rights to edit all project data — participant information, timelines, project statuses, and related details.

Editor/Uploader

The Editor/Uploader manages content within the system, focused on audio, participant records, and transcripts:

  • • Audio management: Upload audio recordings for transcription and review.
  • • Download transcripts: Download completed transcripts once transcription is finished.
  • • Participant records: Create and edit information related to participants.

Member

The Member role is for individuals who need to see project details without making changes:

  • • View-only access: See project files, documents, and details without the ability to edit, upload, or download — keeping project data secure while enabling collaboration.

Billing

The Billing role focuses on the financial and administrative side of project management:

  • • No file or project editing: Billing users cannot upload, download, or modify files or project details — a clear separation of duties that maintains data integrity.
  • • Primary contact for financial matters: The main point of contact for invoicing, payments, and billing inquiries.
Adding team members

Comprehensive Role Permissions within Our System

Role permissions matrix

We hope you found this information helpful. If you need further assistance, please contact our support team.

Frequently Asked Questions