User Roles & Permissions
Understanding user roles and permissions is crucial for efficiently managing workflows within Vernon Court Reporters’ Legal Transcription ERP. This article outlines the various roles within the system, detailing the specific permissions and access each role has throughout the job process.Admin Role
Permissions- Full control over the entire application.
- Access to all settings, job processes, user management, and reports.
- Configuring application settings.
- Managing user roles and permissions.
- Overseeing the entire workflow from start to finish.
- Accessing and editing all jobs, reports, and user data.
Admins are responsible for maintaining the system’s overall functionality, ensuring everything operates smoothly, and addressing any issues that may arise.
Manager Role
Permissions- Cannot change app settings.
- Can edit jobs, view and generate reports.
- Can manage workers (editors & typists) and customers.
- Overseeing job assignments and progress.
- Managing workers by assigning jobs to typists and editors.
- Reviewing and finalizing jobs before they are delivered to customers.
- Handling customer relationships and ensuring their satisfaction.
Managers play a critical role in ensuring that jobs are completed on time and to the client’s satisfaction. They are involved in day-to-day operations but do not have access to system-wide settings.
Worker Roles
Typist Role
Permissions- Can only view and manage jobs assigned to them during the transcribing process.
- Can upload and download files related to their assigned jobs.
- Transcribing audio files into text during the transcribing stage.
- Uploading completed transcriptions for further processing.
Typists focus on converting audio into text accurately before passing the job to the next stage.
Editor Role
Permissions- Can only view and manage jobs assigned to them during the editing process.
- Can upload and download files related to their assigned jobs.
- Reviewing and refining transcriptions during the editing stage.
- Ensuring the accuracy and quality of the final transcript.
Editors polish transcriptions, correct errors, and ensure the final document meets quality standards before a manager review.
Customer Role
Permissions- Can only see their own jobs.
- Can download the completed transcript once the job has reached the complete stage.
- Reviewing the final delivered transcript.
- Providing feedback and requesting revisions if necessary.
Customers interact with the system to access completed transcripts. They are notified once a job is complete and available for download.
Permissions Matrix
| Permission | Admin | Manager | Typist | Editor | Customer |
|---|---|---|---|---|---|
| Access App Settings | ✓ | ✗ | ✗ | ✗ | ✗ |
| Edit Jobs | ✓ | ✓ | Assigned | Assigned | ✗ |
| View All Jobs | ✓ | ✓ | Assigned | Assigned | Assigned (Completed Only) |
| Manage Workers | ✓ | ✓ | ✗ | ✗ | ✗ |
| Manage Customers | ✓ | ✓ | ✗ | ✗ | ✗ |
| Upload/Download Files | ✓ | ✓ | During Transcribing | During Editing | Download Completed Transcript Only |
| Generate & View Reports | ✓ | ✓ | ✗ | ✗ | ✗ |
| Assign Jobs | ✓ | ✓ | ✗ | ✗ | ✗ |
| Review Final Transcripts | ✓ | ✓ | ✗ | ✗ | ✗ |
| Finalize Jobs for Delivery | ✓ | ✓ | ✗ | ✗ | ✗ |
| View Completed Jobs | ✓ | ✓ | ✗ | ✗ | ✓ |
- ✓: Has Permission
- ✗: Does Not Have Permission
- Assigned: Can only view/manage jobs assigned to them during the relevant process stage
- Download Completed Transcript Only: Customers can only download the transcript once the job is marked as complete