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Members

In the Members section of the Team Setup tab, you'll see a tabled list of all the invited members within your team, displayed with their relevant data in columns. In this table, you'll see a team member’s Name, Email, Team Role, the Group that the user is in (if any), as well as any custom columns you might create.

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Changing member details

You can change a member's Team Role and Custom data by double-clicking on its respective cell in the table, or through the member's page.

There are various ways you can manage your columns:

  • Resize - Click and drag the edge of any column to resize.
  • Freeze - To freeze a column in a static position on the left side of the table, hover over the column and click the Freeze icon in the header.
  • Move - Click and drag the header of any column to move and reorder it.
  • Sort - You can click the up or down arrows on a column's header to sort its corresponding data by ascending or descending order, respectively. By default, the table is sorted by invitation date, with the most recently invited user shown at the top.

If you Resize, Freeze, and Move your columns, the state of your Members table will be saved for you. Any time you refresh or revisit the Members table, it will maintain your latest changes.

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Who can see your modifications?

Any modifications you apply to the table in this way will only be visible to you.

Columns

From the Column menu ☰, you can select and deselect columns to toggle their visibility on the table. As well as this, you may create Custom Columns to display custom metrics that you can apply to members.

Custom Columns

You can create a Custom Column with the desired data type, whose values can be assigned from the table or the member's page.

To create a custom column:

  1. Open the Column menu ☰ from the right panel.
  2. Click Add Column +.
  3. In the pop-up, enter the column name.
  4. Select the type of data you want to display in the column:
    • Text - This is an input field.
    • Numeric - This is a numeric input field. You may specify the minimum and maximum values, the increments to increase or decrease them by, and what suffix to apply to the value.
    • Single-select - You must provide at least two options to choose from.
    • Multi-select - You must provide at least two options. Multiple options can be selected at a time.
    • Date picker - You can select a specific date.
  5. Define the Team Contributor’s access:
    • View custom field - Gives the user the ability to view this column's data in their own user profile within the team.
    • Edit custom field - Gives the user the ability to edit this column's data in their own user profile within the team.
  6. Click Add.

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  • You can create up to a maximum of 20 custom columns per team.
  • For each Single-select column, you can create up to 50 options.
  • For each Multi-select column, you can create up to 20 options.
  • The maximum character count of each option is 64 characters.
  • The maximum character count of the Text column’s value is 120 characters.

To enter or change a custom value for a member:

  1. In Members, find the member whose data you want to edit.
  2. Click on their name to open their page and find the custom field, or simply double click the custom field's corresponding cell on the table.
  3. Make your changes accordingly.
  4. If you're making changes from the page, click Save. If you've double-clicked the cell, hit Enter or click anywhere else to save your changes.

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  • Only users with the role of Team Admin and above can create, view and manage a Custom Column from the Column menu in Members.
  • If a user's role was changed from Team Admin to Contributor, or vice versa, any custom fields applied to their corresponding page will remain.

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  • Custom columns, and by extension their fields, can be added to members of all roles except for the Team Owner.
  • By default, the value of custom fields can only be changed by users with the role of Team Admin and above in the Members tab. Contributors may also view and edit the value as long as these permissions were defined during the custom column’s creation.

Manage columns

From the column menu, you can change or delete any of the custom columns that exist within your team.

To edit your custom column:

  1. Open the Column menu ☰ from the right panel.
  2. Hover over the name of the column you want to change and click Edit.
  3. Make your changes accordingly based on the column’s data type:
    • All data types - you can change the column name and the team member’s access.
    • Numeric - you can edit all configurations.
    • Single-select and Multi-select - you can delete existing options and add new ones.
  4. Click Save.

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Deleting options will remove them from any member pages where they were applied.

To delete your custom column:

  1. Open the Column menu ☰ from the right panel.
  2. Hover over the column you want to remove and click Delete.
  3. In the pop-up, click Delete.

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Deleting columns will remove their data from any member pages where they were applied.

Member page

By clicking on a member in the table, their page will pop up on the right-hand side.

In this panel, users will be able to see any information on the selected member as is visible on the table, as well as their project data.

The member page will have two different structures that depend on whether the user is a Contributor or Team Admin, as described below.

Contributor page

For Contributors, this information is divided into two tabs:

  • General - shows the user's role, if they're a part of any group, and any custom fields added to them.
  • Projects - shows the projects that the user has access to, and what their role is in those projects.

Team Admins can directly edit a user's information from this page, including their roles, groups, and any projects they might be a part of. They can add or remove users from projects, and even define their group's scope of the project if it hasn't been defined yet.

Team Admin page

A Team Admin's page will show their role, their permissions as given by the Team Owner, and any custom fields added to them.

Setting a Team Admin’s Permissions

As a Team Owner, you can choose to provide your Team Admins access to use the Orchestrate feature and to view the team’s SDK Token.

To modify a Team Admin’s permissions:

  1. Go to the Members tab of your team.
  2. Click on the Team Admin you want to modify the permissions of.
  3. In the Permissions section, click on the Edit button.
  4. Check the box for Orchestrate and/or View SDK Token.
  5. Click Save.

You can also revoke their permissions by following these steps and unchecking the corresponding boxes.

Manage members

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Copy values

You can copy a user’s name or email by hovering over the text in the corresponding table cell and clicking the Copy button.

User activity

As a Team Admin (or above), you have the possibility of pausing a member’s activity in any given project. This means that within the project that they’ve been paused in, they won’t be able to:

  • Request new tasks,
  • Open any items available to them or work on them in the editor,
  • Be assigned new items and folders.

Once a user’s activity is resumed, these actions will be available to them again.

Users with the role of Project Admin or higher may also manage multiple users' activity in bulk from the Project Contributors table.

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This user must have a role that can receive task assignments (i.e. Annotator, QA, or any custom contributor role).

To pause a user’s activity:

  1. Go to the Members tab of Team Setup.
  2. Click on the user whose activity you want to pause.
  3. Go to the Projects tab of their member page.
  4. Find the project you want to pause this user’s activity in.
  5. Click on the three dots ⋮.
  6. Click Pause activity.
  7. In the pop-up, click Pause.

In the Projects list, you’ll see an icon indicating whether a member’s activity has been paused in a project. You can also see this icon in the Contributors list of any given Project’s settings. You may resume a paused user’s activity at any time.

To resume a user’s activity:

  1. Go to the Members tab of Team Setup.
  2. Click on the user whose activity you want to resume.
  3. Go to the Projects tab of their member page.
  4. Find the project you want to resume this user’s activity in.
  5. Click on the three dots ⋮.
  6. Click Resume activity.
  7. In the pop-up, click Resume.

Grouping

You can add or remove members from a group in two ways:

  1. From the General tab of the member's page.
  2. From the Members tab as described here.
  3. You can add ungrouped members in bulk as described here.

Bulk actions

To simplify team management and save time when working with large sets of teams, Team Owners and Team Admins can now perform the following actions on multiple team members at once without needing to handle each user individually.

Removing members from the team

  1. Select one or multiple members that you would like to remove from the team.
  2. On the floating bar, click Remove.
  3. In the pop-up, click Remove.

Change custom field value

You can change the value of a custom field for more than one user at a time.

To change a value:

  1. Select one or multiple members from the table.
  2. Click Custom field.
  3. Click Change value.
  4. Select the custom field you want to change.
  5. Make your changes accordingly based on the custom field type.
  6. Click Save.

To remove a value:

  1. Select one or multiple members from the table.
  2. Click Custom field.
  3. Click Remove value.
  4. Select one or multiple custom fields.
  5. Click Save.

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For multi-select options

When updating a multi-select column in bulk, the options you choose will replace the existing ones for all selected users. This means you can’t use the Change value action to simply add a new option across users — it will overwrite what's already there. To keep existing values, reselect them along with any new ones you want to add.

Change permissions

Team Owners can set permissions for Team Admins in addition to the permissions they already have, provided the respective features are enabled for their organization. These additional permissions are: Access Orchestrate, and View SDK Token.

Team Admins can’t modify these permissions themselves but they can see what permissions they and other Team Admins have.

To grant permissions:

  1. Select one or multiple members from the table.
  2. Click Change permissions.
  3. Click Grant permission.
  4. Select the permissions you want to grant:
    • Access Orchestrate - grants Team Admins access to the Orchestrate section, allowing them to create and monitor pipelines.
    • View SDK Token - grants Team Admins permission to view and use the team’s generated SDK Token.
  5. Click Save.

To revoke permissions:

  1. Select one or multiple members from the table.
  2. Click Change permissions.
  3. Click Revoke permission.
  4. Select the permissions you want to grant:
    • Access Orchestrate - revokes Team Admins’ access to the Orchestrate section, but all pipelines and actions created by this user will still be available.
    • View SDK Token - revokes Team Admins’ access to view the SDK token, but they will still be able to use the token they already have. If you want to make that token unavailable, you can revoke it or generate a new one.
  5. Click Save.

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Contributors

Please note that this action can’t be applied to any selected Contributors and it won’t affect them.

Filter

You can use filters to display your members based on specific criteria that you can set with the use of operators.

Add filter options

To add a filter option:

  1. In the Members tab, click on the Filter icon in the right panel.
  2. Click Add Filter.
  3. Check the filter option you want to add.
  4. Repeat these steps to add more options.

Filter options

These are the filter options available, and what operators you can use for them:

  • Name:
    • Operator: contains, does not contain.
    • Option: Type the value you want to filter by.
  • Email:
    • Operator: contains, does not contain.
    • Options: Enter the email you're looking for.
  • Team role:
    • Operator: is, is not.
    • Options: Team Owner, Team Admin, or Contributor.
  • Group:
    • Operator: is, is not, is empty.
    • Options: You can select one, multiple, or all groups from within the team to filter by.
  • Pending state: Pending, Verified.
  • Permissions:
    • Operator: is granted, is not granted, none is granted.
    • Options: Access Orchestrate, View SDK Token.

Remove all

Clicking Remove all will remove the filter rows you've added.

Reset filters

Clicking Reset filters will return all filter options to their original empty state without removing them.

Updated 21 days ago