Associate ® Administration An Associate administrator has the ability to change the parameters for both the author and for the typist. There can be enterprise administrators as well as departmental administrators. Please note that installations using the Microsoft Active Directory will not require departments to be created, please contact Port Nexus Corporation for details on using Associate with Microsoft Active Directory.

Admin Associate Administration Administration main window overview. To start Associate administration tool, login to Associate administration module from the main menu. You will be presented with the Associate administration main screen: (1) Setup Users - Select here to setup and configure Departments, Authors, Transcribers & Administrators (2) General Setup – Select here to setup Priorities & Work Types. (3) Import Audio Files - Select here to import dictations from Port Nexus’ desktop applications.

Admin Creating a new Associate department To start, select (1) Setup Users from the navigation area, choose the (2) Department tab, choose a (3) specific department, click (4) Create button from the bottom of the window. A popup window will appear, as below: Type the name of the new department you want to create in the (5) Department Name box, in the (6) Description box you can type a description for the new department; this is useful if you have more than one office with the same department names. The other settings will be defaulted by the organizational settings

Admin Creating a new Associate Author Select (1) Setup Users, then select (2) Authors tab, select (3) department from the drop down menu, and click the (4) Create button from the bottom of the window. The Create Author window will appear, as below:

Admin Author’s parameters: Select (1) OK when done, and the window, below will appear: 1 Select (2) OK 2 Mandatory fields

Admin After a new user is created, the author will be identified on the Authors screen:

Creating a new Associate Transcriber Admin Select (1) Setup Users, then select (2) Transcribers tab, select (3) department from the drop down menu, and click (4) Create button from the bottom of the window. The Create Transcriber window will appear, as below:

Admin Transcribers' parameters: Mandatory fields Select (1) OK when done, and the window, below will appear: Select (2) OK 2 1

Admin After a new user is created, the transcriber will be identified on the Transcribers screen:

Admin Creating a new Associate Administrator Select (1) Setup Users from the navigation area, choose the (2) Administrators tab and click the (3) Create button from the bottom of the window. Type the User ID and Password of the new administrator name you want to create, in the Personal Information box you can type a logical name for the new administrator which can be different from the userid to log into the system. Click on the (4) Departments tab and select a department. Click (5) OK when done and the new administrator will be created

The Administrators screen will now display the new departmental administrator: Admin

More advanced administrator training will be provided in the future.