Authentication & User Management

User accounts, authentication, and profile management

Sign Up & Sign In

The Universal Annotation Tool uses Clerk for authentication, providing secure and reliable user management.

Signing Up

To create an account:

  1. Click the "Sign Up" button on the homepage or in the navigation bar
  2. Enter your email address and create a password
  3. Verify your email address (check your inbox for a verification link)
  4. Complete your profile by providing your name and username

Signing In

To sign in to your account:

  1. Click the "Sign In" button on the homepage or in the navigation bar
  2. Enter your email address and password
  3. You'll be redirected to your dashboard after successful authentication

Account Recovery

If you forget your password:

  1. Click "Forgot Password" on the sign-in page
  2. Enter your email address
  3. Check your email for a password reset link
  4. Follow the instructions to set a new password

User Profile

Your user profile contains your account information and preferences.

Viewing Your Profile

Access your profile by clicking on your user button in the navigation bar and selecting "Profile", or by navigating to /profile.

Editing Your Profile

You can update the following information:

  • Name: Your first and last name
  • Username: A unique identifier for your account
  • Profile Picture: Managed through Clerk (link provided in profile settings)

Changes are saved automatically when you click "Save" or "Update Profile".

User Roles

The system supports three user roles with different permission levels:

Annotator

Annotators can:

  • Create and manage collections
  • Upload and manage documents
  • Create and edit annotations
  • View their own annotations and statistics

This is the default role for new users.

Reviewer

Reviewers have all annotator permissions, plus:

  • Review annotations created by other users
  • Approve or reject annotation tasks
  • Access analytics and quality metrics

Admin

Admins have full access to all features, including:

  • All reviewer and annotator permissions
  • Create and manage annotation configurations
  • Manage organization settings
  • Invite and manage team members
  • Assign roles to users
  • Access user management dashboard
  • View all analytics and reports

Note: Role assignments can only be changed by organization admins. Contact your organization administrator if you need a role change.

User Management (Admin Only)

Organization admins can manage all users in their organization through the User Management dashboard.

Accessing User Management

Navigate to /admin/users or click "Users" in the sidebar navigation (visible only to admins).

Viewing Users

The user list displays:

  • User name and email
  • Current role
  • Account status (active/inactive)
  • Last activity timestamp

Inviting Users

To invite a new user to your organization:

  1. Click "Invite User" button
  2. Enter the user's email address
  3. Select their role (Annotator, Reviewer, or Admin)
  4. Send the invitation

The user will receive an email invitation and can accept it to join your organization.

Managing Users

Admins can:

  • Change user roles
  • Deactivate or reactivate user accounts
  • View user activity logs
  • Remove users from the organization