Understanding the Firm Dashboard Administrator Role

Importance of the Firm Dashboard Admin

Your firm needs a Steno Firm Dashboard administrator to ensure secure and efficient management of your account. By having an admin, your firm can quickly address access issues without needing to contact Steno support for every change. This allows for greater flexibility and customization to match your firm's internal structure and policies.

Becoming an Admin

If your firm has no existing administrator, the first person to activate a Firm Dashboard account is automatically assigned as admin. You will see a banner confirming your new role and a prompt to invite your team. If someone else should hold the admin role, you can invite them from the Firm Dashboard and transfer admin access.

Responsibilities of the Firm Dashboard Admin

Admins serve as the primary point of contact for Steno-related account access requests within your firm. This involves managing user access, removing users when needed, and responding to Transcript Genius access requests from team members. You can designate more than one administrator to help you manage users in your Firm Dashboard.

Capabilities of the Firm Dashboard Admin

As an admin, you have additional permissions within the Steno Firm Dashboard. These abilities allow you to manage your firm's account and user access. Admins:

• Manage user access and permissions
• Serve as the primary point of contact for Steno-related account requests
• Enable new features like Transcript Genius

Additional Information for Admins

• You can designate more than one administrator to help you manage users in your Firm Dashboard
• Your Steno Account Manager is always available to assist admins with any questions or issues

You can learn more about the Firm Dashboard Roles here