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Customer Users

The Customer Users page allows you to manage all customer accounts in the system. From here you can add and edit customers, configure billing and service options, and view their activity across transcriptions and proceedings.

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First Login

When they login for the first time they will be asked which services they need, and other related questions that define their scope. This is the current onboarding logic for transcription rates:

• If the user already has rates assigned, don’t do anything
• Match rates based on their email domain.
  • When there are matches, use those rates.
• If the user category is Other (Not Listed). Dont assign any rates.
• Match rates based on the category.

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Customer List

• View all customers currently in the system.
• Search and filter by name, company, or category.

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Add Customer

• Invite via email — Send an invitation for the customer to create their own account.
• Add manually — Create a customer profile directly.
• Resend invitation — Available if the customer was invited via email but has not accepted yet.

note: when you manually create a new customer, they will not receive email notifications. You have to invite them to create an account.

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Account Management

• Create or Kill Session — View the application as the customer or end their session.
• Archive Customer — Preserve the customer record but disable access.
• Delete Customer — Permanently remove the customer and their associated data.
• Reset password
• Reset 2FA

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Edit Profile

• Basic Information
  • Email
  • Category
  • First & Last Name
  • Company
  • Department
  • Position
  • Phone
  • Address
  • Billing Address
• QuickBooks Online linked account
• Services
  • Payment on Delivery (requires payment before product delivery)
  • Transcription service toggle
  • Assign transcription rates (if enabled)
  • Proceedings service toggle

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Transcription Tab

• Lists all transcription jobs for the customer.
• Includes performance metrics and job history.

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Proceedings Tab

• Lists all proceeding jobs for the customer.
• Includes performance metrics and job history.