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.
This guide assumes you have already added data into Encord and set up your annotation Projects.
Upgrade to Workforce Manager: Organization Admins can add members with the Workforce Manager role to the Org.
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.
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.
When creating groups, keep in mind that all members of a user group are assigned the same role when added to a Project.
Click Settings in the My organization section.
The Users page appears.
Click the Groups tab.
The Groups section appears.
Click the + Create group button.
A dialog appears.
Give the group a meaningful name, for example ‘Annotators’.
Type the email addresses of all workforce members.
Click Add.
Click Next
Type your own email address to add yourself as the group’s manager.