User Management and Permissions
Within the Affinda platform, teams can collaborate to configure their workflow and document types and to process documents on an ongoing basis. User
User Permissions
Organization Permissions
At an Organizational level, Affinda has 3 levels of permissions.
- Owners
Can manage other Users, Workspaces, Document Types and Billing - Admins
Can manage other Users, Workspaces and Document Types - Members
Only role is to validate documents within Workspaces they have been granted permission. Members cannot change any settings (unless they have been added as Workspace Admins - see below)
Workspace Admins
At a workspace level, there are two levels of permission.
- Workspace Admin
Can update all Workspace settings. By default, all Organization Owners and Admins are implicitly Workspace Admins. Organization Members can be added as Workspace Admins to allow for management of teams processing documents. - Workspace Member
Cannot update any settings.
Adding New Users
To invite new Users to your Organization, navigate to the 'Members' settings from your Organization home page. The invited User will receive an email inviting them to accept the invitation, at which point they will be prompted to either log in to their existing account or register a new account.
Workspace Permissions
By default, all organization members have access to every workspace in the organization, however, Workspace can be set to 'Private' so that only certain team members will be able to view the Workspace. All Organization Owners and Admins will have access to all Workspaces and only Members need to be added to private Workspaces.
To update Workspace permissions, navigate to 'Permissions' within the relevant Workspace. You will also be able to create Workspace Admins.
Updated 11 days ago