Groups & Visibility

Groups organize your workspace into teams, practice areas, or matter groups. They control who can see recordings and how the transcriber queue routes work.

Create a group

1. Open Settings → Groups
2. Click New group
3. Add members
4. Configure visibility and approval settings

Shared visibility

When Shared visibility is enabled for a group:

• Members can view recordings assigned to that group by other members
• Viewing is read-only — members cannot edit or delete another author's recording
• Only the recording author (or a workspace admin) can edit or delete

Assign a recording to a group from the editor header.

Transcriber routing

Groups determine which transcribers see queue items. Send recordings to the queue within a group so the right transcribers can claim them.

Approval workflow

Groups can require approval when transcribers complete work:

• Transcriber marks complete → status becomes Review pending
• Author (or designated approver) reviews and approves
• Admins configure timeout and approval rules per group

Permissions summary

Related

• Transcriber queue
• Workflows
• Workspace setup
• Billing & plans