How do I add a user to a Role?

Within a team, the Team Owner and any users with the Team Administrator role can add team members to Roles. Roles control a user’s access to Lexacom services and their functions

To add a user to a role:

• Log into Lexacom Portal as a Team Administrator
• If you are an Administrator of more than one team, select the team from the Teams page
• Click on the Roles tab
  

• Click to navigate into the role
  

• Tick the checkbox against the user. You can use the Search Members box to find the user.
  

• Click Submit
  

This will add the user to the role. If the user has logged into Lexacom recently this change may take a few minutes to take effect.

Common Role Options

The roles that user will need will depend on the work that they will do in the workflow, and which services or functions they need access to. Some common combinations of roles are:

Live speech recognition (Echo) users

If a user is using speech recognition only, they will need the Echo Live role.

These users will not need to be added to a pool.

Digital dictation / Workflow users

If a user is using Lexacom to create and send jobs, they will need the Author role.

These users will also need to be added to a Pool – typically this will be the Author pool.

Ambient AI users

If a user is using Ambient AI to automatically create outputs from a live conversational input, they will need Echo Live and Author roles.

These users will also need to be added to a Pool – typically this will be the Author pool.

Typists / secretarial users

For secretarial staff who are transcribing or reviewing and processing letters, they will need the Typist role.

Many organisations choose to give all Typists the ‘Uncomplete Jobs‘ role – this will allow these users to retrieve previously completed jobs.

These users will also need to be added to a Pool – typically this will be the Typist pool.

Send Patient Message

This role allows users to send messages directly from Lexacom.
This Role is licenced separately, contact the sales team if you would like to trial this feature.

Find out how to add users to Pools.