Members & Groups
ORG Member roles
Members of an organization can have one of the following roles:
Owner - the user who created the organization. This user cannot be removed.
An owner can delete/rename an organization, create projects, and add/remove organization members.
Admin - an admin can delete/rename an organization, create projects, and add/remove organization members.
Member - a member of an organization can open new projects and view the organization's members. Members cannot add/remove other members or delete the organization.
Worker - A role designated for adding users with no permissions to the organization itself. Typically used for adding annotation workforce and arranging them into task groups, which can later on be added in to projects managed by the organization. Accordingly, workers cannot view the list of organization members, access any secrets nor open new projects.
Members' roles are defined when adding them to the organization but can be changed later on by an Organization Owner/Admin.
Adding members to the Organization
Adding members to the organization is done in the form of invitations, by providing the user’s email address. Invited users receive an email to acknowledge their addition to the organization.
- If the user already has an account with Dataloop, accepting the invitation will add them to the organization, and the user will be able to set it as the ‘Active Organization.’
- If the user doesn’t have an account with Dataloop, accepting the invitation will take the user through the account setup process, and the user will be joined into the organization by default. Until they accept the invitation, invited users can be seen in the “invited" section.
Bulk import of organization members
To bulk import members into an organization, use the import option in the Members & Groups page, to download a CSV template and then upload such CSV with members' information.
Auto-join to Organization by Domain
Enterprise users can choose to allow automatic joining to their Organization of any new user from their domain, and eliminate the need for manual invitations or bulk import operations.
To enable the auto-join feature in an organization, contact Dataloop support.
Organization Role Permissions
The following table details the permissions granted to the organization roles in the Dataloop platform. As can be seen below, the Worker role is not allowed to perform any organization level operations, while the Organization owner is allowed to perform all.
|Create a project||Forbidden||Allowed||Allowed||Allowed|
|List organizations projects||Forbidden||Forbidden||Allowed||Allowed|
|Add ORG members||Forbidden||Allowed||Allowed||Allowed|
|Change members role||Forbidden||Allowed||Allowed||Allowed|
|Claim ownership over projects||Forbidden||Forbidden||Forbidden||Allowed|
|Set a project under the organization||Forbidden||Forbidden||Forbidden||Allowed|
|Create a group||Forbidden||Forbidden||Allowed||Allowed|
|Update a group||Forbidden||Forbidden||Allowed||Allowed|
|Delete a group||Forbidden||Forbidden||Allowed||Allowed|
|Create an integration||Forbidden||Forbidden||Allowed||Allowed|
|List integrations in project||Forbidden||Allowed||Allowed||Allowed|
Set an Org Admin as a Project Owner
Organization Admins can set themselves as Project-owners in projects owned by the organization. For example if an Org-Member creates a project, manages it, and then leaves the company without proper transfer of the project, the Org-Admin can become the Project-Owner without requesting for permissions.
To set an Organization admin as a project owner:
- Make sure you're logged in as the Organization Admin and that you active-ORG is the correct one
- From the left-side menu, select the "Organization Projects" option
- Locate the relevant project in the list
- Click the 3-dots actions button and select the "Claim Ownership" option
While reviewing the list of organization members, double-click a specific user (or click the 3-dot action button) to see a list of all projects they work on.
User groups allow forming teams as a flexible resource, which can then be reused collectively in the Dataloop system, specifically with workflow tasks.
Labeling service providers can assemble work groups and add them into clients' projects, ths managing their workforce from a single location (in their Organization) rather than individually in every project and tasks.
Creat, Edit and Delete Groups
From the "Members & Groups" page, click on 'New group', name the new group, select users from the left side and click the right-pointing arrow to add them into the group. Save the group when you're done editing.
From the list of existing groups, click on the respective icon to edit a group or delete it
Groups Into Projects
Once added as an annotation manager from a labeling service provider into a customers' project, you will be able to add contributors into this project either individually, by email, or import a group of contributors from your Organization.
From the customers' project, go to the Contributors page, click on 'Add contributors', and switch to the Groups tab.
To see the groups from their Organization, users' current Active-Organization must be the same one used when first added to the project.
Groups Into Tasks
Members groups added to projects as groups of contributors are managed collectively from the Organization owning that group. Adding a group as assignees to an annotation or QA task allows flexibility in resource management
- Every member of the group receives an assignment in the task
- Removing a member from the group will turn the respective assignment to 'Inactive' and clear it from pending items
- New members added to the group automatically receive assignment and items to work on
The flexibility above mentioned requires setting a task to work in Pulling allocation mode.
It is impossible to add groups as task assignees when setting it to 'Distribution' mode.