Settings

Use the Settings page to change your account’s settings.

To navigate to settings:

1. Click the user icon in the top-right of the Encord platform.

2. Click Settings.

The settings have several tabs:

• General: Your user login credentials. Change your password and set up Multi-Factor Authentication for your Encord user account. This is where Encord Labs appears, if available.
• Public keys: creating and managing SDK & API keys.
• Notifications: creating and managing push notifications.

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Multi-Factor Authentication

In addition to your login credentials, Encord recommends that you add the alternate SMS verification to receive SMS for OTP while logging in to the Encord platform. You can enroll single or multiple devices for authentication.

1. From the user menu, click Settings.

2. In the General tab, click the Manage Multi-Factor Auth button. The Enroll new Multi-Factor Authentication dialog appears.

3. Click one of the following:

   • Authenticator:

     a. To configure an authenticator, sign out from Encord.

     b. Log back into Encord.

     c. Navigate back to the General tab.

     d. Click the Manage Multi-Factor Auth button. An Authenticator configuration dialog appears.

     e. Scan the code using your authenticator app or manually type the string provided into your authenticator app.

     f. Type the code provided by your authenticator app into the dialog.

     g. Click Enroll. A success dialog appears.

     The next time users sign in, users are required to use an authenticator app to sign in to Encord.

   • SMS code:

     a. To configure an SMS code, provide a device name and the phone number that you want to enrol for SMS, and click Send SMS Code.

     b. On enrolling a device for the first time, you must sign out and sign in again to authenticate your verification request.

     c. After signing in again, invoke the Multi-Factor Authentication modal again from the General tab and input your device name and phone number.

     Only 1 number can be added.

     d. Click Send verification code and solve a CAPTCHA challenge.

     e. In the next field that appears, enter the SMS code received on your phone, and click Verify SMS Code.

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Encord Labs

Encord Labs allow you to toggle advanced, early access, or experimental features on or off to gain access to powerful functionality or features used in very specific use-cases.

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Workforce Manager

Workforce Manager is a new user role used for Restricted Groups. Enable this feature from Encord Labs.

Key Features and Usage:

1. Upgrade to Workforce Manager: Organization Admins can upgrade INTERNAL members to the “Workforce Manager” role in the Organization dashboard.
2. Organization Visibility: Workforce Managers can only see Org admins and members of groups they are a manager of.
3. Group Creation: Workforce Managers can create user groups.
4. 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.
5. 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.
6. 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.