Members & Groups

Overview

The Members & Groups page allows you to manage your organization members and groups.

Members

Members typically refers to the users who belong to or are affiliated with the organization. Members of an organization can have one of the following roles:

• Owner: The users who own an organization. An owner can rename an organization, create projects, and add or remove organization members.

• Admin: An admin-user can 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. Accordingly, workers cannot view the list of organization members, access any secrets or open new projects.

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.

1. 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.’
2. 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 the template .txt file and then upload the .txt 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.

Review Users Projects

While reviewing the list of organization members on the Members & Groups page, you can explore other members' project lists by clicking on the Member Projects icon.

Groups

Groups within an organization represent the categorization of its members based on various criteria. This categorization might include departments, teams, or any other subdivisions within the organizational framework. Groups provide a way to organize and manage members more efficiently, facilitating communication, collaboration, and coordination within the organization.

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.

How to Create, Edit, and Delete User Groups?

To create a group, follow the instructions:

1. From the Members & Groups page, click on Create Group. The Create New Group page is displayed.
2. Enter a group name.
3. Select users from the Available org Members /Groups section and click the right arrow to add them to the Selected org Members /Groups section.
4. Click Create Group when you are complete.

To edit or delete a group, follow the instructions:

1. From the Members & Groups page, select the Groups tab.
2. Select the group from the list.
3. Click on Manage Group to edit the group details, or click the Delete Group icon to delete the group.

How to Add 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.

1. From the customers' project, go to the Users page.
2. Click on Add Users & Groups, and select the Groups tab.

How to Add 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.