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Workspace Role As a Workforce Manager, you can:
  • Create and manage user groups (for example, “Annotators”, “Reviewers”, “Annotators-Reviewers”).
  • Add and remove users in the Groups you manage.
  • Add other Workforce Managers or Admins as group managers/viewers.

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Add Workforce users

You can add Workforce Managers and Taskers to Encord. Workforce Managers can be made Team Managers in Projects. Taskers can be added to Groups, and Groups can be added to Projects.
  1. Click Workspace Settings in the Workspace section. The Users page appears.
  2. Click Invite users. The Invite users to workspace dialog appears.
  3. Type the email addresses of the users you want to add.
  4. Select one of the following:
    • Workforce manager: Access to any resources they have been assigned to, ability to create and manage groups and assign them to resources. For example, Team Managers.
    • Tasker: Only given access to the specific resources they have been assigned to. For example, Annotators, Reviewers, and Annotator-Reviewers.
  5. Click Invite.

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Create Groups

You can add Members and Managers using a CSV file after creating a Group. Create a Group with only a title and save it, then edit the Group.
  1. Click Workspace Settings in the Workspace section. The Users page appears.
  2. Click Groups. The Groups page appears.
  3. Click Create groups. A dialog box appears with Add Members.
  4. Click the Edit button for the Group’s title.
  5. Specify a meaningful name for the Group.
  6. OPTIONAL: Provide a meaningful description for the Group.
  7. Provide the email addresses of the users you want to add to the Group as Taskers.
  8. Click Add.
  9. Click Next. The Add Managers section appears.
  10. Provide the email addresses of the users you want to manage Group.
  11. Click Add.
  12. Click Create group.

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Edit Groups

  1. Click Workspace Settings in the Workspace section. The Users page appears.
  2. Click Groups. The Groups page appears.
  3. Click Edit for the Group you want to edit. A settings dialog for the Group appears.
  4. Edit the title.
  5. Add or remove Members and Managers manually or using a CSV file.
  6. Click Managers and change the role.
  7. Click the exit dialog button when you are finished editing the Group.

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Delete Group

Deleting a Group, removes the Group from all attached Projects, Datasets, and Ontologies.
This action cannot be undone.
  1. Click Workspace Settings in the Workspace section. The Users page appears.
  2. Click Groups. The Groups page appears.
  3. Click Edit for the Group you want to edit. A settings dialog for the Group appears.
  4. Click Delete group. A dialog appears.
  5. Type delete in the text field.
  6. Click Delete.

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Add Groups to Projects

Some companies may want Workforce Managers to create the Projects that a workforce works on. If that is the case, the Workforce Manager must have access to all the resources (Datasets, Ontology, Workflow Template) required for the Project to create the Project.
  1. Go to Annotate > Projects.
  2. Select a Project from the Project list.
  3. Go to Settings > Team.
  4. Add Groups or Users to the Project, while specifying the Project roles for the Groups or Users.