Managing Workforces

The Workforce Manager user role is designed so your 3rd-party workforces can self-organize without the need for admin involvement. This feature also prevents multiple different 3rd-party workforces from seeing each other’s work.

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TL;DR

Key Features and Usage:

• Upgrade to Workforce Manager: Organization Admins can upgrade Internal members to the Workforce Manager role in the Organization dashboard.
• Organization Visibility: Workforce Managers can only see Org admins and members of groups they are a manager of.
• Group Creation: Workforce Managers can create user groups.
• Group Membership Management: Within a group, Workforce Managers can:
  • Add and remove any Organization member.
  • Add other Workforce Managers or Admins as administrators or viewers of the group.
• Project Group Assignment: When added to a Project as a Workforce Manager, you can add groups you manage (or are an admin of) to that Project.
• Centralized User Management:
  • When a group is added to a Project only group members are added. Group Managers are not.
  • Once a group is added to a Project, the Workforce Manager can on/off-board users from the group. These changes automatically apply to all Projects where that group has been added.

Benefits:

• Simplifies user management for workforce members involved in multiple Projects.
• Allows designated Workforce Managers to control team membership across Projects in one central location.
• Efficiently on/off-board users (for example: when a member joins or leaves the workforce), automatically updating their Project access by removing them from the group.
• Prevents different 3rd-party workforces from seeing each other’s work.

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STEP 1: [Org Admin] Add Workforce Managers to Your Org and Project

To add Workforce Managers, as an Organization admin:

1. Click Settings in the My organisation section. The Users page appears.

2. Click the + Add user button. A dialog appears.

3. Type the email addresses of the users you want to add.

4. Select the Internal role.

5. Click Add to add the users to your Organization.

6. Find the user you added in the list of Users.

7. Click the Ellipsis icon.

8. Click the dropdown

9. Select the Workforce Manager role.

The Workforce Manager must be added to all Projects they are expected to manage.

10. Navigate to the Project you want the Workforce Manager to manage.

11. Navigate to the Settings tab.

12. Navigate to Team.

13. Click + Invite collaborators.

14. Type the Workforce Manager’s email address.

15. Select the Team Manager user role.

16. Click Add.

Repeat this for as many Projects as necessary.

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STEP 2: [Org Admin] Add Workforce Members to Your Org

To add Workforce members, as an Organization admin:

1. Click Settings in the My organisation section. The Users page appears.

2. Click the + Add user button. A dialog appears.

3. Type the email addresses of the users you want to add.

4. Select the Workforce role.

5. Click Add to add the users to your Organization.

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STEP 3: [Workforce Manager] Add Workforce to User Groups

The Workforce Manager can add their workforce to user groups, such as ‘Annotators’ and ‘Reviewers’. Users added to groups by the Workforce Manager are not added to the Organization but can be added to Projects, Datasets, and Ontologies.

1. Click Settings in the My organisation section. The Users page appears.

2. Click the Groups tab. The Groups section appears.

3. Click the + Create group button. A dialog appears.

4. Give the group a meaningful name, for example ‘Annotators’.

5. Type the email addresses of all workforce members.

6. Click Add.

7. Click Next

8. Type your own email address to add yourself as the group’s manager.

9. Click Add.

10. Click Create group.

Repeat this step for as many groups as necessary.

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STEP 4: [Workforce Manager] Add Groups to Project

The Workforce Manager must be added to all Projects they are expected to manage.

1. Navigate to the Project you want the Workforce Manager to manage.

2. Navigate to the Settings tab.

3. Navigate to Team.

4. Click + Invite collaborators.

5. Type the Workforce Manager’s email address.

6. Select the Team Manager user role.

7. Click Add.

Repeat this Step for as many Projects as necessary.