- 21 Sep 2023
Members & Groups
- Updated On 21 Sep 2023
ORG Member Roles
Members of an organization can have one of the following roles:
- Owner: The owner-user who creates an organization. You cannot remove the owner user.
An owner can delete or rename an organization, create projects, and add or remove organization members.
- Admin: An admin-user can delete or rename an organization, create projects, and add or remove organization members.
- Member: A member-user of an organization can open new projects and view the organization's members. Members cannot add or remove other members or delete the organization.
- Worker: A worker-user can add users with no permissions to the organization itself. A worker-user can add annotation workforce and arrange them into task groups, which can, later on, add to projects managed by the organization. Accordingly, workers cannot view the list of organization members, access any secrets or open new projects.
Members' roles are defined when adding them to the organization, but you can change them later on by an Organization Owner/Admin.
Adding Members to the Organization
You can add members to the organization via invitations, by providing the user’s email address. Invited users receive an email to acknowledge their addition to the organization.
- If you already have an account with Dataloop, accepting the invitation will add you to the organization, and you can set it as an ‘Active Organization.’
- If you do not have an account with Dataloop, accepting the invitation will take you through the account setup process, and by default, you will be joined into the organization. Until the users accept the invitation, they are listed in the invited section.
Bulk import of Organization Members
To bulk import members into an organization, use the import option on the Members & Groups page. Download a CSV template and then upload the CSV file with the required information of members.
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 you can view, 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|
|Delete inactive project users||Forbidden||Forbidden||Forbidden||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 permission.
To set an Organization admin as a project owner:
- Log in as the Organization Admin and ensure that your active-ORG is the correct one.
- Select the "Organization Projects" option from the left-side menu.
- Locate the relevant project from the list.
- Click the Ellipsis icon actions button and select the "Claim Ownership" option.
While reviewing the list of organization members, double-click on a specific member (or click the Ellipsis icon) to view the list of projects where the member is working on.
User groups allow forming teams as a flexible resource, which are reused collectively in the Dataloop system, specifically with workflow tasks.
Labeling service providers can assemble work groups and add them to clients' projects. It allows them to manage their workforce from a single location (in their Organization) rather than individually in every project and task.
Create, Edit, and Delete Groups
To create a group, follow the instructions:
- From the Members & Groups page, click on Create Group. The Create New Group page is displayed.
- Enter a group name.
- Select users from the Available org Members /Groups section and click the right arrow to add them to the Selected org Members /Groups section.
- Click Create Group when you are complete.
To edit or delete a group, follow the instructions:
- From the Members & Groups page, select the Groups tab.
- Select the group from the list.
- Click on Manage Group to edit the group details, or click the Delete Group icon to delete the group.
Groups into Projects
Once you are added as an Annotation manager from a labeling service provider to a customer's project, you can add users to this project either individually, by email, or import a group of users from your Organization.
- From the customers' project, go to the Users page.
- Click on Add Users & Groups, and select the Groups tab.
To view the groups from their Organization, users' Active Organization must be the same as the one that is used when first added to the project.
Groups into Tasks
Members groups that are added to projects as groups of users are managed collectively by 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 a 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 assignments and items to work on.
The flexibility above mentioned requires setting a task to work in the Pulling allocation method.
You cannot add groups as task assignees when setting it to the Distribution allocation method.