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Select a user as an Office manager
Select one or more workflow users to be Office
managers. As Office managers, users get additional
rights: They can edit user settings, such as inviting new
users and deleting existing users from the workflow.
Advanced business package users are also able to
change workflow relationship settings.
Note
• Users can only participate in the workflow as Office
managers if you have sent them a user invitation
email and if they have clicked the activation link in
the invitation email.
To select a new user as an Office manager:
1
Proceed as described in the steps 1-4 of the chapter
Adding
users.
2
In the User role section, select Author or
Transcriptionist and mark the checkbox next to
Office manager.
3
Proceed as described in the steps 6-7 of the chapter
Adding
users.
To select an existing user as an Office manager:
1
Click the Workflow tab.
2
Select the desired user and click the Edit user icon
on the toolbar.
X The Edit user window opens.
3
In the User role section, mark the checkbox next to
Office manager.
4
Click Save changes.
Note
• Users are only notified about their invitation as an
Office manager in the initial user invitation email.
If you assign an existing user the role of an Office
manager, the user won't get any notification. In this
case, you should inform the user that you have
selected them to be Office managers in the workflow.
Send email invitation at a later time
You can add a user to the workflow and send an email
invitation at a later time. The reasons for resending or
sending an email invitation at a later time can be the
following:
• You want to set up all users in the workflow first and
send the invitation email afterwards.
• The user missed to click the activation link in the
invitation email within 24 hours after receiving the
invitation email.
• The invitation email was directed to the user's spam
folder and therefore the activation link has expired.
• There was a technical problem while trying to send the
invitation email.
To resend an email invitation:
1
Click the Workflow tab.
2
Select the desired user.
3
Click the Resend invitation icon
Editing existing users
You can always change the settings for existing users,
such as notifications for transcribed documents, the
displayed name, or select the desired user to be an
Office manager.
1
Click the Workflow tab.
2
Select the desired user and click the Edit user icon
on the toolbar.
X The Edit user window opens.
3
Select the desired settings.
4
Click Save changes.
Resetting the password
Reset account administrator password
1
Click the Account tab and then click Edit account at
the bottom of the page.
2
In the Login data section, enter your old password in
the Old password field. Then enter and repeat your
new password in the relevant fields.
3
Click Save.
Reset user password
Workflow users can't reset their password themselves.
Only the account administrator can request a password
reset. Users can afterwards change their password by
clicking the confirmation link in the password reset email.
Note
• You can only request a new password for users who
have already been activated.
• When resetting a password in SpeechLive, the user
also needs to change the relevant password in other
applications, such as SpeechExec workflow software
or the Philips voice recorder app.
To request a password reset for a workflow user:
1
Click the Workflow tab.
2
Select the desired user and click the Reset password
icon
on the toolbar.
X The user receives an email with a confirmation
link. After clicking the link, a window opens where
the user can change their password.
on the toolbar.
5
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