Team Management

Set up advanced collaboration for your team. Manage permissions, workflows, billing, and security to maximize productivity while maintaining full control.

Benefits of Collaboration

Permission Structure

Available Roles

| Role | Description | Permissions | |---|---|---| | Owner | Full organization administrator | All permissions, billing and member management | | Administrator | Manages team and settings | Manage members, projects, settings | | Editor | Creates and edits transcriptions | Upload, transcribe, edit, export | | Reviewer | Reviews and approves transcriptions | View, comment, approve | | Viewer | View only | View shared transcriptions |

Granular Permissions

Each role can be customized with specific permissions:

• Transcriptions: Create, view, edit, delete, export
• Projects: Create, manage, archive
• Members: Invite, remove, change roles
• Billing: View invoices, manage credits, change plan
• Settings: Modify organization settings
• API: Manage API keys and webhooks

Managing Your Team

Inviting Members

Removing Members

Projects & Organization

Creating Projects

Organize your team's work into projects:

1. Create a project with a name and description
2. Assign members and their permissions within the project
3. Set up folders to organize transcriptions
4. Define defaults for transcription (language, engine, export)
5. Enable workflows for approval if needed

Approval Workflows

Configure review flows to ensure quality:

Upload -> Automatic transcription -> Review by editor
  -> Approval by reviewer -> Available to the team

Billing & Credits for Teams

Billing Models

| Model | Description | Best for | |---|---|---| | Centralized | One credit pool for the entire team | Small teams (up to 10 members) | | By department | Credits allocated per department | Mid-size companies | | Per member | Individual credit limits | Granular cost control |

Usage Reports

Track your team's consumption:

• Credit usage per member
• Transcriptions per project
• Cost per department
• Monthly usage trends
• High consumption alerts

Auditing & Security

Activity Log

All actions are recorded:

• Who accessed which transcription
• Downloads and exports performed
• Permission changes
• Invitations sent and accepted
• Configuration changes

Export Audit Report

Team Security

• SSO (Single Sign-On): Integrate with your identity provider
• Mandatory 2FA: Require two-factor authentication for all members
• Limited sessions: Configure maximum session time
• Allowed IPs: Restrict access by IP range
• Access logs: Monitor login attempts

Best Practices

Structure

• Define clear roles before inviting members
• Use the principle of least privilege
• Create projects to separate work contexts
• Document the team's access policy

Security

• Enable 2FA for all members
• Review permissions quarterly
• Remove ex-members' access immediately
• Use SSO when available

Productivity

• Set up transcription templates per project
• Use approval workflows for quality
• Enable smart notifications
• Share best practices with the team

Continue learning

• Privacy Settings - Protect your team's data
• Workflow Automation - Automate team processes
• Batch Processing - Bulk transcriptions for teams