Organizations

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What is an Organization?

Your Organization (Org) represents your company’s dedicated space within the Encord platform. The Organization dashboard is where you manage and keep track of all users, Projects and Datasets that belong to your Organization in Encord.

To navigate to your Organization’s dashboard:

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

2. Click your Organization’s name. Your Org’s name is the first entity that is listed.

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Entity relationships

The diagram below illustrates the relationship different entities within an Organization in Encord have to each other.

• All users and entities are created within an Organization.
• Projects bring together Ontologies, Datasets, and Workflows.
• A Project can have multiple Datasets attached to it, but only one Ontology.
• One Ontology can be attached to multiple Projects.

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Workforce Organizations

In our database, an Organization can be categorized as a Workforce Organization at the time of its creation. When an internal user from a Workforce Organization is added to a Project or Dataset of another Organization, they automatically acquire the Workforce user role for that Organization.

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Creating an Organization

When you join Encord, we create an entry for your company as an Organization into our database, with one or more individuals from your business as Admins of the Organization.

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Enforce multi-factor authentication for your Org

To ensure the security of your Organization, Encord can enforce multi-factor authentication (MFA) for all members. Once enabled, members are prompted to set up MFA and cannot log in until it is configured. To enable this feature for your Organization, contact support@encord.com.

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Users

An overview of all your Organization’s users and user roles is found on the Users tab of your Organization.

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User roles

Organizations have several kinds of users.

• Internal: Users that your Organization directly employs. Can be either Member or Admin.
• External: Users not directly employed, or contractually employed by your Organization. This includes external annotation teams.
• Workforce: Users belonging to a Workforce Organization that are added to another Organization’s Project or Dataset.

Internal users can have the Member OR Admin role in your Organization. The following table outlines permissions of both internal user roles.

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Adding and removing users

Users belonging to your Organization are managed on the Users tab of your Organization dashboard. The Users tab displays by default when you navigate to your Organization. All users belonging to your Organization are listed on the Users tab.

To add new users to your Organization:

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

2. Type the email addresses of the users you want to add.
3. Select the role you want the users to have.
4. Click Add to add the users to your Organization.

To remove users from your Organization:

1. Search for the user you want to remove from your Organization.

2. Click the delete icon next to the user.

3. 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.

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Changing user roles

Organization Admins can promote Internal users with the Member role to Organization Admin. However, Admins cannot be made into Members. To change the user role of an Admin, or to remove them from the Organization, contact support@encord.com.

To switch roles for Workforce or Internal users:

1. Remove the user from the Organization.
2. Re-add the user to the Organization with the desired new role.

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User groups

User groups are collections of members that are grouped together, allowing them to be added to Projects, Datasets, and Ontologies collectively. User groups are managed on the Groups tab of your Organization’s dashboard.

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Create user groups

To create a user group:

1. Navigate to the Groups tab of your Organization.

2. Click + Create group. A dialog appears.

3. Give your group a meaningful name and description.
4. Search for and select users to include in the group.
5. Click Add to add the selected users to the group. Users can be removed by clicking the delete icon next to the user.
6. Click Create group to create the user group.

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Edit and delete user groups

Groups can be edited and deleted on the Users tab of your Organization.

To add users to an existing user group:

1. Click Edit next to the name of the group. A dialog appears.

2. Search for and select users to add to the group.

3. Click Add.

To delete users from a user group:

1. Click Edit next to the name of the group. A dialog appears.

2. Click the delete icon next to the user.

To delete a user group:

1. Click Edit next to the name of the group. A dialog appears.

2. Click the Delete group button.

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Project tags

Project tags serve as a labeling system that helps to categorize, group, and filter Projects within your Organization. Project tags are created and managed in the Project tags tab of the Organization’s dashboard.

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Create Project tags

Project tags must be created before they can be added to a Project.

1. Click + New project tag on the Project tags tab.

2. Give the new Project tag a name.

3. Press Enter to create the tag.

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Edit Project tags

Double-click a Project tag to change its name. Press Enter to confirm your selection.

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Delete Project tags

To delete a Project tag, click x on the Project tag. Deleting a Project tag removes it from all Projects in your Organization.

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Activity Center

The Activity Center tab monitors your organization’s activity, providing a detailed view of completed jobs and the users who performed them. The list can be filtered by job type and by job status.

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What Activity Can I Track?

The Activity Center displays various job types and their progress. Below is a summary of the available job types:

In addition to tracking job types, the status column indicates the progress of each job:

• Processing: The job is in progress.
• Success: The job completed successfully.
• Error: An issue occurred processing the job and the job did not complete.

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Actions

The Action column displays available actions for each job. For example, in a Data Import job, you can click View folder to access the storage folder where the data was uploaded. The Action column allows you to view error details when a job results in an error.