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Working with a teamView or change team roles
5. Working with a team

View or Change Team Roles

A team role determines what a user can do within a team. Assign each user one of the following four roles.

RoleTranscribeView team filesEdit team filesManage members
Admin roleYesAllYesYes
Editor roleYesAllYesNo
Submitter roleYesFiles they created onlyNoNo
Viewer roleNoAllNoNo

Migration from the former Member role
The former Member role is now the Editor role. Existing users with the Member role were moved to the Editor role and can continue to transcribe and view or edit team files.

When only one Admin remains
Every team must have at least one user with the Admin role. If only one Admin remains, that user’s role cannot be changed and they cannot be removed from the team. Assign the Admin role to another user first.

The Admin role can also manage team settings and view files before approval. A Submitter can only view files they created, whether the approval workflow is on or off.

View team roles

Open Team Settings. Each user’s current role appears in the member list.

Example UIUsers in Team Settings
Team name
Sample team
Team ID: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
Number of users: 3
To add users to the Sample team, seethis guide.
Add user
User nameTeam roleJob title in teamEmail address
Member AYou
Admin
HR Manager
member-a@example.com
Member B
Member
Sales Manager
member-b@example.com
Member C
Viewer
Not set
member-c@example.com

Change a team role

  1. Open the menu for the user.
  2. Select Edit team role and title.
  3. Choose one role and select Save.
Example UIChange a team role
Team name
Sample team
Team ID: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
Number of users: 3
To add users to the Sample team, seethis guide.
Add user
User nameTeam roleJob title in teamEmail address
Member AYou
Admin
HR Manager
member-a@example.com
Member B
Member
Sales Manager
member-b@example.com
Member C
Viewer
Not set
member-c@example.com
Edit team role and job title
Team name: Sample team
User name: Member B
Current team role: Member
Current job title: Sales Manager
Team role
Operation permissions within the team.
Admin
Job title in team
Job title used for conversation analysis.
Sales Manager
CancelSave

Approval permission is assigned separately from team roles. In Approval workflow under Team Settings, choose approvers from users with the Admin, Editor, or Submitter role. An Admin cannot approve unless they are explicitly selected as an approver. A Viewer cannot be selected.

See Use the Approval Workflow for details.

Set a team title

You can optionally enter a title such as “Sales Manager” or “Site Supervisor.” A title does not change permissions.

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