Once you have created a Process Order as per the document Creating Process Orders, you can add users and assign them permissions as follows.
If you haven't already done so, navigate to your process order by going to your process page, clicking on the 'Orders' tab, and clicking your process order.
Managing Users
Add Exiting Users to Process Orders
- In the panel on the right, choose an existing user in the dropdown and click the 'Add' button
- The user is added to the table of users along with their account role
Creating New Users & Adding to Process Orders
- Complete the fields in the form in the lower panel, including 'Display name', 'Email' and 'Role' then click the 'Create' button
- The user is added to the table of users along with their account role
Removing Users from Process Orders
- Click the rubbish bin icon next to the user in the users table
- The user will be removed from the process order
User Permissions on Process Orders
User Access
All users will have access to process order until at least one user is added to the permissions panel below. After that, only those users added will have access.
Users having having access to a process order will see files from that order when viewing a human assessment stage in the annotation tool.
Assessment Dashboard
If a user only has access to some of the files in the human assessment stage, tasks may appear on their assessment dashboard with the number 'Available' less that the 'Total' and 'Remaining'.
For example, imagine there are 2 process orders, each with one file, and a user only has access to one of the orders. On their assessment dashboard they will then see a task as below.
