Roles and Permissions

Integrations

Integrations have the following user based access controls.

Permission	Admin	User
View integration	✅	✅
Register data using the integration	✅	❌
Delete integration	✅	❌
Add users	✅	❌

Projects

The table below illustrates the role-based access control for various Project actions available to different user types.

Contact support to gain access to the Viewer role for your Projects.

Viewers on Workflow projects can access the Explore tab in read-only mode. They can browse grid, analytics, and embeddings views and apply existing filters, but cannot create or modify collections, filter presets, or prediction sets, and cannot perform bulk actions. Viewers can still post comments and raise issues. The Explore tab remains inaccessible for all roles on ManualQA projects.

Permission	Project Admin	Team Manager	Reviewer	Annotator	Annotator & Reviewer	Viewer
Attach / Detach Datasets	✅	❌	❌	❌	❌	❌
Attach / Switch Ontology	✅	❌	❌	❌	❌	❌
Delete	✅	❌	❌	❌	❌	❌
Invite team members	✅	✅	❌	❌	❌	❌
Manage team permissions	✅	✅	❌	❌	❌	❌
Manage admins	✅	❌	❌	❌	❌	❌
Annotate & review tasks	✅	✅	Review only	Annotate only	✅	❌
Confirm annotations	✅	✅	❌	❌	❌	❌
Control task assignments and status	✅	✅	❌	❌	❌	❌
Exporting labels	✅	❌	❌	❌	❌	❌
Assign and Release Tasks	✅	✅	❌	❌	❌	❌
Assign task (per-row, label queue)	✅	✅	❌	❌	❌	❌
Release task (per-row, label queue)	✅	✅	❌	❌	❌	❌
Change task priority (per-row, label queue)	✅	✅	❌	❌	❌	❌
Move task to stage (per-row, label queue)	✅	✅	❌	❌	❌	❌
Browse and inspect labels (all workflow stages)	✅	✅	✅	✅	✅	✅
Create and resolve comments	✅	✅	✅	✅	✅	✅
Access Project Explorer (Explore tab) — Workflow projects only	✅	✅ (statistics fallback)	❌	❌	❌	✅ (read-only)

Consensus

Certain tabs can only be accessed by specific users roles.

Tab	Annotator	Reviewer*	Annotator + Reviewer*	Team Manager	Admin
Summary	❌	❌	❌	✅	✅
Explore	❌	❌	❌	✅	✅
Queue	✅	✅	✅	✅	✅
Workflow	❌	❌	❌	✅	✅
Analytics	✅	✅	✅	✅	✅
Settings	❌	❌	❌	✅	✅

When Show peer annotations is enabled on a Consensus annotation nodes, peer annotators (all subtasks after the first) cannot initiate their task until the first annotator completes theirs. This restriction applies to all roles (annotators, collaborators, and admins) and is not role-based. The first annotator’s Initiate button is never affected by this restriction. Once the first annotator completes their subtask, the Initiate button becomes available to all peer annotators. Hovering over a disabled peer Initiate button displays the tooltip: “The first annotation must be completed before peer annotations can be initiated”.

Ontologies

The user who created the Ontology is granted admin privileges, which gives full control over the Ontology including adding other team members as viewers and admins.

Add and manage users in the Team pane of the Settings tab of the Ontology.

The following table summarizes user based access control for each role.

Role	Edit structure	Attach/detach from Projects	View tree structure	View JSON structure	Manage collaborators	Copy	Delete
Viewer	❌	✅(if Project admin)	✅	✅	❌	❌	❌
Admin	✅	✅(if Project admin)	✅	✅	✅	✅	✅

Workflows

Datasets

Collaborator permissions can be set in the Team section of the Dataset Settings.

Permission	Admin	Viewer
View dataset	✅	✅
Add data	✅	❌
Adjust settings	✅	❌

Data Curation

User permissions for Folders are configured by selecting a Folder in Files. Click Manage access after selecting a Folder to add or remove users from the Folder.

Only users that are a part of your Workspace settings can be added to your Folders.

Users added to your Folders have access to all files in the Folder.

Project Explorer (Explore Tab)

Users with the Viewer role on Workflow projects can now access the Explore tab and browse the Project Explorer in read-only mode. Viewers can use the grid, analytics, and embeddings views and apply existing filters, but Encord hides all mutation affordances for Viewers.

The following actions are not available to Viewers in the Explorer:

• Bulk actions (priority changes, bulk classify, change class, delete labels, export CSV)
• Collection management (create, edit, delete, convert, send to annotate, bulk classify, add to dataset)
• Adding or removing items from collections in the item preview (collection tags remain visible)
• Filter preset management (create, edit, delete, save) and the Alt+P keyboard shortcut
• The Manage button for prediction sets (import/delete)

Viewers can post comments and raise issues in the Explorer, consistent with platform-wide permissions.

The Explore tab remains inaccessible for all roles on ManualQA projects. Team Managers see the Explore tab in the project navigation but land on the statistics fallback view — this is pre-existing behavior and is unchanged.

Label Queue

The following actions are available in the Label Queue. Per-row task management actions in the three-dot (⋯) menu are restricted by role.

Action	Project Admin	Team Manager	Reviewer	Annotator	Annotator & Reviewer	Viewer
View task	✅	✅	✅	✅	✅	✅
Activity log	✅	✅	✅	✅	✅	✅
API details	✅	✅	✅	✅	✅	✅
Assign task	✅	✅	❌	❌	❌	❌
Release task	✅	✅	❌	❌	❌	❌
Change priority	✅	✅	❌	❌	❌	❌
Move to stage	✅	✅	❌	❌	❌	❌

Assign is available for annotation and review stages only. Consensus-annotation rows are coordinator tasks assigned per subtask and do not offer the per-row Assign action.

Bulk Actions

In list and grid views, the Actions button appears in the floating selection toolbar only after you select one or more tasks. In explorer view, the Actions button remains in the top bar regardless of selection state.

The floating selection toolbar displays items in this order: N selected · Clear · Select all · Actions. Hover over Select all to see the tip for range selection using Shift-click.