Users, teams and organisations are managed in the “Admin” tab of the left-hand navigation bar of the web application. In this page you will learn how to create organisations and teams and how to invite new users to your SAVANT workspace.
Creating an organisation and a team
Within SAVANT, organisations and teams are used to manage groups of users. Before inviting new users to your workspace, you will need to create at least one organisation. Organisations and teams can then be used to perform bulk operations with users.
Organisations are simply containers for teams and teams are containers for users. You can think of them as folders and sub-folders that you can use to organise your users in a way that is convenient for bulk operations such as assignment to a project or changing roles and privileges.
To create a new organisation click on the “Create Organisation” button in the admin tab and give your organisation a name.
Once done, the organisation will appear under the “Organisations” section in the admin tab. You can click on the row to consult the teams and members who are already in that organisation or click on the edit button at the right end of the row to change the organisation’s name. For data integrity purposes, organisations cannot be deleted from the platform.
To create a team within the organisation, click into the organisation where you wish to create the team and click on the “New team” button. You will need to specify the following:
A unique team name.
Whether the team is internal or external. This is only a tag that you can use if, for example, you are using external annotators for your data. It doesn’t have any effect in the app.
You can add any existing users to this team.
Once the team is created it will appear within the organisation that you have specified. You can click on the “edit” button at the right end of the row if you wish to remove the team from the organisation or if you wish to change the team’s name, add new members or remove existing members
Invite a new user to your workspace
Once you have created at least one organisation, you can add a new user to your workspace (even if they are part of a different workspace), by clicking on the “New member” button in the admin tab.
You will need to specify:
A display name for the user.
Their email address.
Which organisation in the workspace they should be added to. They can be added to a team once they have activated their account.
Which workspace role the user should be assigned. If you are unsure about which role to give consult our role-based access control guide.
If the email address provided is not associated with an existing account in SAVANT, then the user will receive an email with instructions on how to activate their account. If the email address is already an account with SAVANT, then they will be added to the workspace and notified by email.
Once a user has been successfully added to the workspace, you can consult them in the “All members” tab of the admin page
Using the Edit button to the right of a row containing a member you can (depending on your workspace role):
Add a member to a pre-existing team.
Re-invite the user if their activation email has expired before they activated their account.
Deactivate the user if you no longer wish that they have access to the workspace.
Change their workspace role.
What next?
Once you have invited to your workspace all the users that you need, we recommend that you continue to upload the data that you will want to annotate while all the users you invited are setting up their passwords.