Organizations & Collections

During Onboarding

After signing up, you'll be redirected to the onboarding page where you can:

1. Enter your organization name
2. Choose a unique organization slug (URL-friendly identifier)
3. Click "Create Organization"

You'll automatically become the admin of your organization and be redirected to the dashboard.

Organization Slug

The organization slug must be:

• Unique across all organizations
• URL-friendly (lowercase letters, numbers, and hyphens only)
• Between 3 and 50 characters

The slug is used in URLs and cannot be changed after creation.

Accessing Settings

Navigate to /organization/settings or click "Organization" in the sidebar.

General Settings

You can update:

• Organization Name: Display name for your organization
• Logo: Upload a logo image (stored as base64)
• Default Annotation Configs: Set default configurations for new projects

Saving Changes

Click "Save" to persist your changes. Changes take effect immediately for all organization members.

How to Invite

1. Go to Organization Settings
2. Navigate to the "Members" tab
3. Click "Invite Member"
4. Enter the member's email address
5. Select their role (Annotator, Reviewer, or Admin)
6. Click "Send Invitation"

Accepting Invitations

Invited users will receive an email with an invitation link. When they click the link:

1. They'll be prompted to sign in or create an account
2. After authentication, they can accept the invitation
3. They'll be added to your organization with the assigned role

Pending Invitations

You can view all pending invitations in the Members tab. You can:

• Resend invitations
• Cancel pending invitations
• See when invitations were sent

Viewing Members

The Members tab shows:

• Member name and email
• Current role
• Member activity statistics
• Join date

Changing Roles

To change a member's role:

1. Find the member in the members list
2. Click the role dropdown
3. Select the new role
4. Changes are saved automatically

Removing Members

To remove a member from your organization:

1. Find the member in the members list
2. Click "Remove" or the delete icon
3. Confirm the removal in the dialog

Warning: Removing a member will revoke their access to all organization resources. This action cannot be undone.

Creating a New Collection

1. Navigate to your Dashboard
2. Click "Create Collection" button
3. Fill in the collection details:
   • Name: A descriptive name for your collection (required, max 100 characters)
   • Description: Optional description of the collection's purpose (max 500 characters)
   • Visibility: Choose between Public (visible to all org members) or Private (only you and shared members)
4. Click "Create"

You'll be redirected to the collection view where you can start uploading documents.

Collection Visibility

• Public: All organization members can view and access the collection
• Private: Only the owner and explicitly shared members can access the collection

Viewing Collections

The dashboard displays all collections you have access to. You can:

• View collection name and description
• See document count and task count
• See the collection owner
• Filter and search collections
• Toggle between grid and list view

Editing Collections

To edit a collection:

1. Open the collection view
2. Click "Edit" or the settings icon
3. Update the name, description, or visibility settings
4. Click "Save" to apply changes

Deleting Collections

To delete a collection:

1. Open the collection view
2. Click "Delete" or the delete icon
3. Confirm deletion in the dialog

Warning: If the collection contains documents, you'll be warned. Deleting a collection will also delete all associated documents and annotations. This action cannot be undone.

Sharing a Collection

1. Open the collection view
2. Click "Share" or the share icon
3. Select team members from your organization
4. Choose permission level:
   • View: Can view documents and annotations
   • Annotate: Can create and edit annotations
   • Admin: Full access including editing collection settings
5. Click "Share"

Managing Shared Access

In the collection view, you can see all members who have access. You can:

• Change permission levels
• Remove access for specific members
• View when access was granted