Dicta-Notes

Overview

Company Workspaces group transcription sessions by client or project. They are separate from Organisation Workspaces (Personal, Union Local, or Corporate), which control who can access the account. Use Companies when you manage multiple clients; use Organisation at signup or /org for team-level privacy.

Each company has a dedicated overview page where you can manage company details, view all associated sessions, and track team members.

💡 Tip: Want to see what a company overview looks like? View a live preview

Company Features Guide

Collaborate with your team using company workspaces

Creating a Company

To create a company workspace:

  1. Navigate to the Companies page from the main menu.
  2. Click Create Company.
  3. Enter your company name and details.
  4. You'll automatically become the company owner and admin.

Company Roles Explained

Dicta-Notes uses a hierarchical role system to manage company access:

  • Owner - Has full control over the company. Can delete the company, transfer ownership, manage all users, and configure all settings. Ownership is shown on the Overview tab.
  • Admin - Can manage users, invite new members, and configure company settings. Cannot delete the company or transfer ownership.
  • Member - Can create and edit transcripts based on assigned permissions.
  • Guest - Limited access with viewing permissions only.

Inviting Team Members

As a company owner or admin, you can invite team members by email:

  1. Go to your company's page and select the Members tab.
  2. Click Invite User.
  3. Enter the email address and select their role.
  4. An invitation email will be sent automatically. Role meanings appear in the help tooltip next to the role dropdown.

Working Across Multiple Companies

You can belong to multiple companies at once, with different roles in each. Open Companies in the navigation, then a company, to work in that workspace. Start a new session from a company's Sessions tab so it is tagged to that company. Content is isolated between companies and your personal sessions.

  • Confirm the company badge on Record Meeting before recording — it shows which company the session will be saved to.
  • Company sessions belong to the company, so they remain even if a user leaves.
  • Personal sessions stay in your private workspace.
  • Transfer ownership is on the company Overview tab (owners only), not the Members tab.