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3 Relationship
management (only
advanced business
package)
If you have purchased the SpeechLive advanced
business package, you can manage relationships
between up to 80 workflow users by assigning authors
to transcriptionists. Transcriptionists can only view
dictations from those authors who have been assigned
to them.
Note
• If you have upgraded from a small business package
to an advanced business package, all authors and
transcriptionists in your workflow are automatically
assigned to each other. You can change the
assignment of single users in Workflow > Settings >
Workflow relationships (see
Defining relationships
1
Log in to your SpeechLive account at
login.speechlive.com.
2
Click the Workflow tab. Then click the Settings icon
on the toolbar and select Workflow relationships
from the drop-down list.
X If assignments already exist, all links between
authors and transcriptionists are listed.
X The number of transcriptionists assigned to an
author is displayed accordingly:
3
If you want to change the view of users and assign
authors to transcriptionists instead, click the Typist to
Author icon
on the toolbar.
X The view is changed now and the transcriptionists
are listed in the left column, the authors to be
assigned in the right column.
X The icon on the toolbar changes to Author to
Typist
.
4
To link a transcriptionist to an author, select the
desired author. Then click the add icon
the transcriptionist you want to link to the selected
author.
X The transcriptionist is now linked to the author.
Defining
relationships).
next to
To remove the link between a transcriptionist and
an author, select the desired author. Then click the
remove icon
next to the transcriptionist you want
to unlink from the author.
5
Click the Save icon
on the toolbar once you're
finished setting up all desired relationships.
Exporting user relationship overview
Export a .csv file with an overview of the links between
all users in your workflow.
1
Click the Workflow tab.
2
Then click the Settings icon
select Workflow relationships from the drop-down
list.
3
Click the Export icon
X The .csv file is downloaded to a local folder on
your computer.
on the toolbar and
on the toolbar.
7
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