2. Set up your Organization
Before starting work in Encord, you need to set up your Organization and manage users.
Add Users
An overview of all your Organization’s users and user roles is found on the Users tab of your Organization.
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.
| Admin | Member |
|---|---|
| Executive privileges over the Organization such as adding and removing users, and the ability to view all Projects in the Organization. | No administrative privileges over your Organization. Can only view Projects they create, or have been invited to. |
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:
- Click the + Add user button. A dialog appears
- Type the email addresses of the users you want to add.
- Select the role you want the users to have.
- Click Add to add the users to your Organization.
Add 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.
Create user groups
To create a user group:
-
Navigate to the Groups tab of your Organization.
-
Click + Create group. A dialog appears.
- Give your group a meaningful name and description.
- Search for and select users to include in the group.
- Click Add to add the selected users to the group. Users can be removed by clicking the delete icon next to the user.
- Click Create group to create the user group.
Add 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.
Create Project tags
Project tags must be created before they can be added to a Project.
- Click + New project tag on the Project tags tab.
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Give the new Project tag a name.
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Press Enter to create the tag.
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