Assigning a role on a new user?

Step 1. Login to your Verbit page

Step 2. Go to Administration

Step 3. Go to Users 

Step 4. Click Create User. This will open the Create new user window.

Step 5. Set up the account username. This should be in email format (e.g. new_user@verbit.com)

Step 6. The password setup can be sent as an email invitation or can be set up manually on this screen. You can toggle this setting by checking/unchecking Send invite link to email

Step 7. Assign a Role

1. Admin
   • Has full access to the account
     
     
2. Content Manager
   • Upload Jobs
   • Edit Transcribed files
   • Request review
   • Delete Jobs
     
     
3. Editor
   • Edit Transcribed files
   • Request review
     
     
4. Approver
   • Approves jobs before flow starts
     
     
5. CART Participant

Step 8. Assign Permissions to filter the jobs the new account will have access to. (optional)

Step 9. Click Create.

NOTE: Only Account Administrators can add, manage, or delete users in the platform.