In today’s post we look at how to
manage your account. This will cover
Management workspaces. The ordering reflects the
navigation pane at the top right of the application. Please note, for more information covering how to add and remove languages specifically, please have a look at this post. Information about the
Finance section will be covered in a later post.
This post is written to explain the use cases of account management, and why options are laid out as they are - if we have reached out to you for feedback, please feel free to come back with ideas on how you use/would like to use the interface. We welcome the feedback.
Root: Top-Right Navigation
Please direct your browser to www.qbl-media.com, and then click on the
In the below image, the following is visible, (i)
top-right navigationbar showing
Root > MyTeam, (ii)
top-left hamburgeroptions, (ii) top-left information bar showing
Root, Credit, and Help, (iv)
folders and files, and (v)
folder actions. Note we will talk about folders and files and their respective actions in another blog post.
top-right navigationbar, showing
Root > MyTeamrefers to a one-to-many relationship between
Entityhere refers to your organisation, whether
for profit corporation, non profit, or government.
Collectionsimply refers to a
set of users with access to assets.
Roottakes us to the global, within which we can see our
Entity -> MyCompany. If our specific user had access to multiple Entities, we would see them here. Note: don’t worry about this if you have just signed up. Additionally, we have
clicked on MyCompany, showing the option to view inside this entity.
Clicking on the View, will bring us down one level, to our team
MyTeam. Note: If, on Login, you have access to
only one Collection, you will
directly be taken to that screen. Clicking on View again will take us to the original view.
Root: Top-Left Hamburger
top-left hamburgeris an easy way to navigate around the account management. In this case, the user’s name has been set to
John Smithfor this tutorial. Clicking on
John Smithis simply a shortcut to the
Root > MyTeamcollection.
Accountis personal account settings, allowing chnages to (i)
user name, (ii)
user password reset.
Root: Top-Left Information
Clicking on the cloud takes you to your
Root. Please note, access to
multiple entities and users is available to all subscribed users, while access to
multiple collections is limited to the enterprisesubscription. Clicking on
automatically redirectyou to your assets.
$shows the available credit linked to this subscription. Clicking here will take you to the
Financesection. Similarly, clicking
Helpwill take you to the help section. Another valuable resource is on the documentation page.
Management: General Settings + Collection Settings
Please use the top-left navigation to go to the
Managementsection. This should look something like below.
It is possible to change the
name of your Entityhere - in the below image we changed the name of our Entity from
MyCompany -> Sample Firm, which can be seen in the
Next we look at the
Collection Settings. If you have an
enterprise subscription, this is where you can add multiple collections. The below image however, shows a
retail subscriptionwith the original collection only,
MyTeam. On clicking
MyTeam, we also see options to, (i)
Update Languages, (ii)
Update Access, and (iii)
It is possible to add and remove AI’s here - if you are looking at the
enterprise subscription, please contact us for
custom AI deployments and white label solutions. In the below however, we can see 3 AI’s, a
Text-To-TextAI, two transcription AI’s - one for
Speech-To-Textand the other for
Text-To-Speech. The last option is the
Human 1, which is to add specific sets of human resources to the workflow.
User permission management, on a
permissions per collection basis, is also managed here. Our
specific entity, now called Sample Firmhas only one user,
John Smith. Additionally, we also have only one collection,
MyTeam. Mathematically (set theory), this represents a
Entities -> Collections, and a
Entities->Users. The permissions cover the relationship between the Users and Entities, this of course is defined as
User Availabilityto turn
on/off access to this collection. Click the specific permission to turn it
on/off for the specific user in a specific collection. The permissions are fairly self explanatory, please contact the support desk for more information.
Management: User Settings
While it is all well and good to change permissions, how do you add/remove additional users? Jump over to the user settings. We can do two things here, (i) give existing users
Financepermissions, and (ii)
add new usersfrom outside our entity.
John Smith, we as management can add/remove permissions to
Finance. This is effectively an equivalent of an Administrator function. Additionally, we can also reset the users password here. Please note, the user will
still need to verify their emailand/or
work through 2FA.
Similarly, we can invite other users (internal or external) using the panel below. Please note, what we are doing here, is
adding external users to our collection under some preferred permission set. The idea is we invite resources to our collection, so they can do some specific task as part of our workflow.
This is a fairly complex post, and largely, it is not expected that the average user will need to use this functionality. Should you have any questions, specific to
enterprise subscription functionality, please talk to your account manager.
Should you have any questions, or just want to drop us a note saying hello, please feel free to send us an email at firstname.lastname@example.org.