Organization Overview

Every account is managed within the context of an Organizational entity, where you can collaborate on projects and share data and resources.

Organization Setup

An Organization is created, named, and linked to your account during the initial setup. If your account does not have an Organization, contact our support team.
You cannot create additional Organizations but can join existing ones. To join an existing Organization, request that one of its administrators add you as a member.

Join an Organization and Add Members

The Organization represents your company, division, or other management entity working on one or more projects. An organization is created during the onboarding process when you provide the name of your company. If you want to join an existing organization instead of opening a new one, contact an administrator of that organization and ask to be invited to join.

Once invited in, you will receive an invitation email and follow the instructions. As soon as you have your organization set up, you can add members to your organization:

1. Go to Members & Groups from the left navigation pane.
2. Click on Invite Member. A popup window is displayed.
3. Enter the email ID of the member.
4. Select a permission role from the list. The Owner role is the highest and the Worker role is the least permission member of the organization.

Sub-Orgs and Client Orgs

Your customers/partners can have their own organizations, so you can provide them with services and share projects.

1. Go to the relevant platform (either Dataloop.ai or any designated environment), signup by themselves, go through the onboarding process, and create their organization.
2. Go to the Team >> Add Labeling Company.
3. Enter the company name and admin email ID, then click Add. The new company is added as an annotation manager in the project and will be able to provide services, add workforce from your organization, manage tasks, etc.

Active Organization (Active ORG)

As members of organizations, you have the context of 'Active organization'. You can view the currently active organization in the left-side menu.
Users with more than one organization membership can change their active organization by clicking on the Organization name dropdown list and searching for or selecting the required organization.

Organization Projects

Select Organization Projects from the left-side navigation menu to view a summary of all projects in your current Active ORG. The following details are available on the Organization Projects page:

• Name: It displays the name of the project.
• Owning Org: It displays the name of the organization to which the project belongs.
• Created by: It displays the email ID of the user who created the project.
• Created on: It displays the project's creation timestamp.

Claim a Project Ownership

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:

1. Log in as the Organization Admin and ensure that your active-ORG is the correct one.
2. Select the Organization Projects option from the left-side menu.
3. Locate the relevant project from the list.
4. Click the more icon, and select the Claim Ownership option.

Notification Channels

The Notification Channel feature in the Organization Projects page allows you to manage notifications. The Dataloop notification system manages predefined system alerts and sends notifications to the notification bell on the platform and their emails to notify users based on their subscription to notifications.

• Only organization administrator or owner can enable or disable the channel.
• All subscribed users across the organization's projects will receive notifications via these channels.
• Notification Channels are part of the Organization. Once you are added to an organization, all the channels will be added to each existing project of the organization by default.
• When a new project is created, your organization's channels will be added to the new project.

To manage user notification subscriptions, refer to Notification Subscriptions.

Email Channel

An email channel subscription allows you to receive all the platform notifications via email.

• You will receive emails for each notification.

Channel Actions

Click on the 3-dots menu to view the following actions:

• Test Channel: Select this option to test your email channel. A test notification will be sent to your email.
• Open GitHub: Clicking on this option will take you to the Notification channel email page of GitHub. You can configure the code as needed if you have permission. This option is available only for the email channel.
• Go to the Service Page: Clicking on this option takes you to the applications service page if you have permission.
• Uninstall Channel: Clicking on this option allows you to uninstall the channel if you have permission. This option is blocked for channels provided by Dataloop.

Rename an Organization

Organization administrators and owners can rename an organization.

1. Go to the Organization Projects.
2. Click on the icon next to your organization title.
3. Rename the Organization's name.
4. Click Rename.

Set the Paying-Account on Other Projects

Labeling service providers servicing their clients on the Dataloop platform need to account for all work and resource consumption that takes place in the project.
To set a service provider's account as the paying subscription on a project created by a different organization (for example, the project is owned by a client, by a service provider organization is paying for it):

1. A user from the service provider organization must be added to the client's project with the role of 'Project owner'.
2. Go to My Dashboard >> Find the project card >> Click the Ellipsis icon action button >> Select Set under [your organization name] account.

User Profile

The User Profile section in the Dataloop platform serves as a centralized area where users can manage their user account-related information.

Here’s a breakdown of its key components:

• Current Project Role: Displays the user's role in the active project (e.g., Project Owner, Annotator Manager, etc.).
• Copy System Info: Provides a quick way to copy technical system information. For example,

{
"Projects Name": "project-star",
"Project ID": "85899006-7814-467c-abab-655d21b553d4",
"Project Role": "Project owner",
"Dataset name": "NA",
"Dataset ID": "NA",
"Item name": "NA",
 "Item ID": "NA",
 "Item link": "NA",
 "Task name": "NA",
"Task ID": "NA",
"Task Item Link": "NA",
"Task Browser Link": "NA",
 "Assignment name": "NA",
 "Assignment ID": "NA",
 "Assignment Item Link": "NA",
 "Assignment Browser Link": "NA",
 "Filter Query": "NA",
 "Org": "Organization with account",
 "Org ID": "d25cecad-34f7-4e38-9750-bd9a1d387bfd",
"User email": "user@dataloop.ai",
"URL": "https://rc-con.dataloop.ai/iam/d25cecad-34f7-4e38-9750-bd9a1d387bfd/datagovernance",
"Timestamp": "Mon, 06 Jan 2025 12:37:20 GMT"
}

• User Settings: Allows customization of personal settings, such as:
  • Time Zone: Select your time zone based on your location.
  • Notification Subscriptions: Enable or disable project notifications.
• Terms and Conditions: Contains the legal agreement users accept when using the platform. Outlines the rules, rights, and responsibilities of both the platform and the user.
• Privacy Policy: Explains how the platform handles user data. Covers topics like data collection, storage, usage, and sharing practices. Ensures compliance with regulations like GDPR or CCPA.
• Log Out: Click to log out.

Light and Dark Themes

Dataloop offers the option to switch between light and dark themes. For new users, the dark theme is set as the default.

• To switch to Light theme, in the top menu bar, click on the icon
• To switch to Dark theme, in the top menu bar, click on the icon