Manage members and permissions

To add members to a project and set their roles and permissions, you must have one of the following two roles:

• Tenant Admins can manage member roles across multiple workspaces under the same organization and create new workspaces. See tenant admin for more information.
• Admins can manage member roles within one workspace and can't make changes to other workspaces under the same organization.

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Tenant Admin access

Please create a support ticket to proceed with setting up access for your Tenant admin users.

Add members to a workspace

To add one or more new members to your workspace and grant them access to all projects:

1. Navigate to the Members tab under workspace settings and click + Invite members.
2. Enter the email addresses of the users you want to invite.
3. Check Workspace-wide role.
4. In the Role dropdown, select a workspace-level role.
5. Click Invite.

Add members to a project

To invite members to specific projects without granting workspace-level access:

1. Navigate to the Members tab under workspace settings and click + Invite members.
2. Enter the email addresses of the users you want to invite.
3. (Optional) Click Search groups and select groups to assign to members.
4. Click Search projects and select projects to assign to members.
5. In the Role in groups and projects dropdown, select a project-level role.
6. Click Invite.

Change member roles

To change a member's assigned role or remove a member:

1. Navigate to the Members tab under workspace settings.
2. Select Workspace or Project, depending on the member's access scope.
3. Use the Search members bar or manually find the member in the All Members list.
4. Click the member's Workspace Role or Project Role dropdown and select the new role.
   • To remove a member, click the three-dot button, select Remove, and then click Confirm.

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Using the search bar

To properly search for a member:

• Select either Workspace or Project before searching, as each member belongs to only one scope, and searches can only be performed within the selected scope.
• Use quick search options only if you are a labeling services customer. Otherwise, use the standard search options.

Create custom role

You can create up to 5 project-level custom roles with more granular control and assign them to members, group, and API keys. To create a custom role:

1. On the Workspace settings page, select User Roles.
2. Click + Create User Role.
3. Toggle on the permissions that you want to allow for this custom role.
4. Add a name and description to the role.
5. Click Create.

Create groups

To create a new group:

1. Navigate to the Groups tab under workspace settings and click New Group.
2. Enter a group name.
3. Select a group color.
4. (Optional) Add a group description.
5. Under Assign Projects, use the Search projects bar to find and select projects to assign to the group members.
6. Enter the email addresses of members to add to the group.
7. Click Confirm.

Add members to an existing group

Adding a member to a group automatically adds them to all the projects assigned to the group as well. To add members to a group:

1. Navigate to the Groups tab under workspace settings and click the row of the group you want to add members to.
2. Click Add members.
3. Enter each member's email address, then click Submit when done.

Manage project access for groups

To add or remove projects accessible to a group:

1. Navigate to the Groups tab under workspace settings.
2. Use the Filter groups bar or manually find the group.
3. Click the three-dot button and select Edit.
4. Under Assign Projects, use the Search projects bar to find and assign new projects to the group. Remove any unwanted projects.
5. Click Confirm.