Your Organization’s settings can be accessed by navigating to My organization / Settings.

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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 settings.

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User Roles

Organizations have several kinds of users.
To use the Workforce manager functionality it must first be enabled in Encord Labs. Contact support to gain access to Encord Labs.
  • Internal: Users that your Organization directly employs. Can be either Member, Workforce Manager, or Admin.
  • External: Users not directly employed, or contractually employed by your Organization. This includes external annotation teams.
  • Workforce: Users directly employed by another Organization.
Internal users can have the Member, Workforce Manager, or Admin role in your Organization. The following table outlines permissions of both internal user roles.
AdminMemberWorkforce Manager
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.Same permissions as a Member, but can also create user groups within the Organization. Can view Projects they create, or have been invited to.
In addition to having a user role within the Organization, all users have distinct roles in Projects, Datasets, and Ontologies.

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Adding and Removing Users

Only Organization Admins have the ability to add users to, or remove users from, the Organization.
Users belonging to your Organization are managed on the Users tab of your Organization settings 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 Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click the + Add user button. A dialog appears
  1. Type the email addresses of the users you want to add.
  2. Select the role you want the users to have.
  3. Click Add to add the users to your Organization.
To remove users from your Organization:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Search for the user you want to remove from your Organization.
  3. Click the delete icon next to the user.
  4. 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.
Admins cannot be removed from an Organization. To remove an Admin from your Organization, contact support@encord.com.

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Changing User Roles

Only Organization admins can change user roles in your Organization.
Only Internal users can have their user role changed. Internal users that are Organization Members can be made into Organization Admins or Workforce Managers.
The roles of Organization Admins cannot be changed. To change the user role of an Admin, or to remove them from the Organization, contact support@encord.com.
To change a user’s role within the Organization:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Search for the user you want to change the user role for.
  3. Click the Ellipsis icon next to the user.
  4. Click the dropdown
  5. Select the role you want the user to have.

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Groups

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 settings’s dashboard.
Only Organization admins and Workforce Managers can create user groups.

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Group Managers and Members

The group managers feature is in BETA. To gain access to the group manager functionality, contact support.
User groups consist of members, group managers, or users who hold both roles.
RolePermissions
Organization AdminsCan manage all groups and assign group managers.
Group ManagersCan add or remove users from their own groups but cannot manage other groups. If the group is added to a Project, the group manager does not automatically inherit the group’s assigned role.
MembersCan be part of a group but cannot see who the group managers are.
Group managers are useful for overseeing workforces. They can add or remove users from their assigned group without taking on the same user role as their workforce when the group is added to a Project. This allows for flexible team management without unnecessary role restrictions.
Only Internal Organization members can be assigned as group managers.

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Create Groups

To create a Group:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Navigate to the Groups tab of your Organization settings.
  3. Click + Create group. A dialog appears.
  4. Give your group a meaningful name and description.
  5. Search for and select group members to be included in the group.
  6. Click Add to add the selected members to the group. Users can be removed by clicking the delete icon next to the user.
  7. Click Next.
  8. Search for and select group managers to be included in the group.
  9. Click Add to add the selected managers to the group. Group managers can be removed by Organization admins by clicking the delete icon next to the user.
  10. 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 settings. To add users to an existing user group:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Navigate to the Groups tab of your Organization settings.
  3. Click Edit next to the name of the group. A dialog appears.
  4. Search for and select users to add to the group.
  5. Click Add.
To delete users from a user group:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Navigate to the Groups tab of your Organization settings.
  3. Click Edit next to the name of the group. A dialog appears.
  4. Click the delete icon next to the user.
To delete a user group:
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Navigate to the Groups tab of your Organization settings.
  3. Click Edit next to the name of the group. A dialog appears.
  4. 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.
Project tags are applied to Projects on the Project level, not from your Organization dashboard.
The Project tags tab is only visible to Organization Admins, and only Organization Admins can create Project tags.
Create Project Tags Project tags must be created before they can be added to a Project.
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click Project tags.
  3. Click + New project tag on the Project tags tab.
  4. Give the new Project tag a name.
  5. Press Enter to create the tag.
All Project tag names must be unique.
Sort Project Tags You can sort Project tags using the Name, Last used by, Created by, and Projects columns. Click the sort buttons up to 3 times for various sort options (ascending, descending, and unsorted). View Projects with Project tags You can directly view the Projects with specific tags by sorting and filtering the Project tags. Edit Project Tags Double-click a Project tag to change its name. Press Enter to confirm your selection. 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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Issue Tags

Issue tags serve as a labeling system that helps to categorize, group, and filter issues within Projects. Issue tags are created and managed in the Issue tags tab of the Organization’s dashboard.
Issue tags are applied to Projects on the Project level, not from your Organization dashboard.
The Issue tags tab is only visible to Organization Admins. Only Organization Admins can create Issue tags.
A complete walkthrough of all things Issues and Comments related can be found here.
Create Issue Tags Issue tags must be created before they can be added to a Project.
  1. Click Settings in the My organization section. The Organization settings page appears with the Users tab selected.
  2. Click Issue tags.
  3. Click + New issue tag on the Issue tags tab.
  4. Give the new Issue tag a meaningful name.
  5. Press Enter to create the tag.
All Issue tag names must be unique.
Edit Issue Tags To edit an Issue Tag, double-click the Issue Tag. When you are done, press Enter to confirm your changes. Delete Issue Tags To delete an Issue Tag, click x on the Issue tag. Deleting an Issue 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.
Click the refresh button to display the most recent jobs and ensure you are viewing the latest activity.

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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:
Job TypeDescription
Data importUploading and registering data into the platform.
Model trainingTraining a machine learning model using the provided Dataset.
Label importImporting labels from external sources for use in annotation tasks.
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.