From this article you will learn:
How to create a new user account
Creating a new user in the Rossum app is very quick and easy. When you use the registration form to create your new account in Rossum, an organization account and a user account with administrator privileges are automatically added. This way you can easily manage users within your organization.
As an admin user, you can easily create new user accounts. Once you have done so, you can grant other team members access to queues and documents and define their roles within your organization.
Follow the instructions below to add a user account:
- Click on the profile icon in the upper right corner after logging in.
- Select “Manage users” from the drop-down menu.
- Click the “Add user” button.
- Enter the first name and surname.
- Enter the user’s email address, which will also serve as the username.
- Choose the user’s role.
- You can optionally assign the user to all existing queues.
- Confirm by clicking on the button “Add user.”
- Rossum will send an invitation email to the new user’s inbox.
How to disable or delete a user
Managing accounts in an organization means you may have to remove member accounts you no longer need. When you have admin rights, you can either disable a user or permanently delete them in Rossum.
Deactivate the user account
If you want to keep the user’s account and only deactivate it temporarily, you can disable the user account:
- Click on the profile icon in the upper right corner after logging in.
- Select “Manage users” from the drop-down menu.
- Click the “Add user” button.
- Turn the switcher to disable the account (you will have to click on it again to re-activate a user).
Delete the user account
Suppose you are sure you no longer need someone in your organization in Rossum. In that case, you can permanently delete their account:
- Click on the profile icon in the upper right corner after logging in.
- Select “Manage users” from the drop-down menu.
- Click the bin icon visible next to each user.
- Confirm your choice to delete the selected user.
Please note that you remove only a user account. All the documents they imported, annotated, or confirmed stay in your Rossum organization. So you can include them in your statistics even when they are gone. You just have to check the box “Include deleted users” to do so:
User roles
While adding a new user to your organization, you can choose their role. Each available function has different permissions and accesses to the Rossum app.
| Viewer | It’s a read-only user and can’t change any API object. This role may be helpful for automated data export or auditor access. |
| Annotator Limited (Beta) | This user can change annotation and its data points but has no rights to upload or download documents. This user can’t download the exported data in the UI. (Please note that performing such actions via API is still possible, but will be limited in the future.) Also, this is a role under active development, and as such shouldn’t be used in production environment. |
| Annotator | The annotator can import a document, change its fields and confirm the data. This user can also download the exported data in the UI. |
| Manager | In addition to the Annotator’s rights, this user can access the usage reporting dashboard. |
| Admin | This user has the Manager’s rights but also can manage users in the organization, modify the extraction schema, extensions, workspaces, and the queue’s settings. |
| Organization group admin | In addition to admin permissions, the Organization group admin can manage memberships among organizations within their organization group. This user role is assigned only on demand and is available as a paid add-on. |
If you are an Admin, you can change users’ roles anytime. To do that, click on your initials in the upper-right corner and:
- Select the “Manage users” option.
- Choose the user whose role you want to modify.
- Click on the “Personal info” option in the left column.
- Select the position you want that person to have and save the change.
