All features outlined here are currently in BETA.
All steps in this guide must be performed by Organization Admins.

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Part 1: User Management

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Invite Users to your Org

  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click the + Invite users button. A dialog appears
  1. Type the email addresses of the users you want to invite.
  2. Press ENTER.
  3. Select the role you want the users to have.
  4. Click Add to invite the users to your Organization.
Users accept invitations by clicking the email link. The link redirects users to the Encord login page, regardless of whether the user has an existing Encord account.

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Remove Users and Revoke Invitations

  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Search for the user you want to remove from your Organization.
  3. Click User details
  1. Click the ellipsis icon.
  2. Click Remove user. If the user being removed is the sole Admin for any Projects or Datasets within the Organization, you are prompted to select a replacement user from within your Organization.
Admins cannot be removed from an Organization. To remove an Admin from your Organization, contact support@encord.com.

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Invite Status

The user’s status shows the status of the invitation to your Organization. Users can have the following status:
  • Invited: Shows the date the user was invited to your Org. The invitation is pending.
  • Declined: Shows the date the user declined the invitation to join your Org.
  • Joined: Shows the date the user joined your Org.

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Change User roles

  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Search for the user you want to change the user role for.
  3. Click the user role dropdown of the user.
  4. Select the role you want the user to have.
To change a user’s role for a resource:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click User details in the Action column for the user.
  3. Click the user’s current role in the Role column, then select the new role you want to assign for the resource.
Click Change role from the Bulk actions dropdown to change a user’s role in multiple Projects at once.

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Part 2: User Assignment

The ability to add users to the following resources is coming soon.
  • Datasets
  • Ontologies
  • Cloud Integrations
  • Workflow templates
  • Folders

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Assign One User to Multiple Projects

Users can be assigned to various resources even before the users accepts their invitation to join your Org.
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click User details in the Action column for the user you want to assign.
  3. Select the resource you want to assign a user to by clicking the relevant tab.
  4. Click the Assign to button. Different resources have different resource names on the button.
  5. Select all the resources you want to assign the user to from the list. Use the search bar to search for a specific resource if necessary.
  6. Click Select a role.
  7. Select a role for the user. The role is assigned for all selected resources.
  8. Click Assign to annotation projects to assign the user to your selected Projects.
To remove users from resources:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click User details in the Action column for the user you want to remove.
  3. Select the resource you want to remove the user from by clicking the relevant tab.
  4. Click the red icon in the Remove column of the resource you want to remove the user from.
Select Remove user from the Bulk actions dropdown to remove users from multiple Projects at once.

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Assign Multiple Users to One Project

To manage Project collaborators, select the Team pane in your project Settings. Collaborators can be added individually or as groups of users. To add collaborators to a Project:
  1. Search for the collaborator or the group you want to add. Multiple collaborators and groups can be added at once.
Only group members are added when a group is assigned to a Project. Group managers are not included.
  1. Select a user role.
    • Annotator: Can access and label tasks in all or selected Annotate stages in the Project.
    • Reviewer: Can access and review tasks in all or selected Review stages in the Project.
    • Annotator & Reviewer: Performs both annotation and review tasks.
    • Team Manager: Can access and label tasks in all stages in the Project. Can move, assigns, prioritize tasks to users. Can manage Project collaborators.
    • Admin: Grants full administrative control over the Project.
  2. Click Add to project.
To remove a user or group from the Project click the Delete icon in the Unassign column.
Import collaborators using a CSV:
  1. Click Actions.
  2. Select Import collaborators.
  3. Add the CSV file containing users and their roles.
  4. Click Submit.
CSV files must be formatted in the following manner: 
Email,Role,Group
david@acme.com,Admin,
adam@acme.com,Annotator,
joe@acme.com,Annotator,

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Change User Access

A user’s access to various resources can easily be modified.
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click User details in the Action column for the user.
  3. Click the user’s current role in the Role column, then select the new role you want to assign for the resource.
Click Change role from the Bulk actions dropdown to change a user’s role in multiple Projects at once.