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.
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.
Detailed permissions of available Roles#
Action |
Reader |
Reviewer |
AI-Guest |
Manager |
|---|---|---|---|---|
Annotation: |
✓ |
✓ |
||
Annotation: |
✓ |
✓ |
||
Annotation: |
✓ |
|||
Annotation: |
✓ |
|||
Annotation: |
✓ |
✓ |
✓ |
|
Annotation: |
✓ |
✓ |
||
Annotation: |
✓ |
✓ |
||
Categorization AI: |
✓ |
|||
Categorization AI: |
✓ |
|||
Categorization AI: |
✓ |
|||
Categorization AI: |
✓ |
|||
Category: |
✓ |
✓ |
✓ |
|
Category: |
✓ |
|||
Category: |
✓ |
|||
Category: |
✓ |
|||
Document: |
✓ |
✓ |
||
Document: |
✓ |
✓ |
✓ |
|
Document: |
✓ |
|||
Document: |
✓ |
|||
Document: |
✓ |
✓ |
✓ |
✓ |
Document: |
✓ |
✓ |
||
Document: |
✓ |
✓ |
✓ |
|
Document: |
✓ |
✓ |
✓ |
|
Document: |
✓ |
✓ |
||
Document: |
✓ |
✓ |
||
Extraction AI: |
✓ |
|||
Extraction AI: |
✓ |
|||
Extraction AI: |
✓ |
|||
Extraction AI: |
✓ |
|||
Label: |
✓ |
✓ |
✓ |
|
Label: |
✓ |
|||
Label: |
✓ |
|||
Label: |
✓ |
|||
Label Set: |
✓ |
✓ |
✓ |
|
Label Set: |
✓ |
|||
Label Set: |
✓ |
|||
Label Set: |
✓ |
|||
Member: |
✓ |
|||
Member: |
✓ |
|||
Member: |
✓ |
|||
Member: |
✓ |
|||
Project: |
✓ |
✓ |
✓ |
✓ |
Project: |
✓ |
✓ |
✓ |
|
Project: |
✓ |
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.