Members#

Multiple users can be Members of a Project. In the context of a Project, a Member can be either a Manager, a Reviewer or a Reader.

Managers can see and do everything on a Project, including inviting new Members via email.

Reviewers can see and use the Project’s Categories, Labels, Label sets and AIs, but they can’t create new ones, and can only see Documents they are assigned to or they have uploaded by themself.

AI Guest can be invited to projects with pre-trained AIs. This user can upload own documents to these projects which will be processed by the existing pre-trained AIs. After extraction, this user can also edit and delete these documents or add annotations to them.

Reader can see the Project’s Categories, Labels and Label sets, but they can’t create new ones or edit the existing ones. They also can view all Documents of a Project. They are not allowed to edit or delete existing ones or add new ones.

Invite Members to the Project#

Go to Members and click on Add member to add the email of the user you want to invite, select the correct role and select the project.

Invite new user

The invited user will need to accept the invitation before they have access to the project.

Remove Members or Pending Member Invitation#

Go to Members and select the user you want to delete from the project.

Remove user

Detailed permissions of available Roles#

Action

Reader

Reviewer

AI-Guest

Manager

Annotation:
The user can view annotation in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Annotation:
The user can add annotation in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Annotation:
The user can change annotation in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

Annotation:
The user can delete annotation in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

Annotation:
The user can view annotation belonging to user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

✓

Annotation:
The user can change annotation belonging to user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Annotation:
The user can delete annotation belonging to user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Categorization AI:
The user can view categorization AI in the Konfuzio sidebar or via the API

✓

Categorization AI:
The user can add categorization AI in the Konfuzio sidebar or via the API

✓

Categorization AI:
The user can change categorization AI in the Konfuzio sidebar or via the API

✓

Categorization AI:
The user can delete categorization AI in the Konfuzio sidebar or via the API

✓

Category:
The user can view category in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

✓

Category:
The user can add category in the Konfuzio sidebar or via the API

✓

Category:
The user can change category in the Konfuzio sidebar or via the API

✓

Category:
The user can delete category in the Konfuzio sidebar or via the API

✓

Document:
The user can view document in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Document:
The user can add document in the Konfuzio sidebar or via the API

✓

✓

✓

Document:
The user can change document in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

Document:
The user can delete document in the Konfuzio sidebar or via the API

✓

Document:
The user can view document created by user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

✓

✓

Document:
The user can change document created by user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Document:
The user can delete document created by user in the Konfuzio sidebar or via the API

✓

✓

✓

Document:
The user can view document assigned to user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

✓

Document:
The user can change document assigned to user in the Smart View, Document Validation UI, Konfuzio sidebar or via the API

✓

✓

Extraction AI:
The user can view extraction AI in the Konfuzio sidebar or via the API

✓

Extraction AI:
The user can add extraction AI in the Konfuzio sidebar or via the API

✓

Extraction AI:
The user can change extraction AI in the Konfuzio sidebar or via the API

✓

Extraction AI:
The user can delete extraction AI in the Konfuzio sidebar or via the API

✓

Label:
The user can view label in the Konfuzio sidebar or via the API

✓

✓

✓

Label:
The user can add label in the Konfuzio sidebar or via the API

✓

Label:
The user can change label in the Konfuzio sidebar or via the API

✓

Label:
The user can delete label in the Konfuzio sidebar or via the API

✓

Label Set:
The user can view label set in the Konfuzio sidebar or via the API

✓

✓

✓

Label Set:
The user can add label set in the Konfuzio sidebar or via the API

✓

Label Set:
The user can change label set in the Konfuzio sidebar or via the API

✓

Label Set:
The user can delete label set in the Konfuzio sidebar or via the API

✓

Member:
The user can view member in the Konfuzio sidebar

✓

Member:
The user can add member in the Konfuzio sidebar

✓

Member:
The user can change member in the Konfuzio sidebar

✓

Member:
The user can delete member in the Konfuzio sidebar

✓

Project:
The user can view project in the Konfuzio sidebar or via the API

✓

✓

✓

✓

Project:
The user can add project in the Konfuzio sidebar or via the API

✓

✓

✓

Project:
The user can change project in the Konfuzio sidebar or via the API

✓

¹ An Annotation “belongs to a user” if the user has view permission on the Document of the Annotation.

² All action names contain underscores in Konfuzio.