Assembling a team

Before you begin

• Make sure you're using a supported browser. For more information, see Browser requirements.
• Create an instance of Knowledge Studio. Make sure you select a Standard or Premium plan. Lite plans are limited to one user.
• Make sure that you are assigned an Admin role for your Knowledge Studio instance. The first user to launch Knowledge Studio is automatically assigned an Admin role.
• Understand the Knowledge Studio roles that you can assign.

Adding users in Knowledge Studio

To add users to a Knowledge Studio service instance:

1. Launch the Knowledge Studio application.

2. Click the Settings icon , then click Manage service details.

3. In the Manage users section, enter the IBMid for the user you want to add.

4. Select the role you want to give to the user. For more information about roles, see User roles in Knowledge Studio.

   You can't downgrade user roles after assigning them, so be sure that you understand the tasks each role can perform when assigning the admin role and project manager role.

5. Click Add.

Upgrading user roles

After you add users to Knowledge Studio, you can upgrade lower roles to higher roles. Users must be assigned the roles described below to be able to perform the respective tasks.

Only Standard plans and Premium plans can have more than one user. Lite plans are limited to one user who already has the highest role, admin.

Downgrading from a higher role to a lower role is not permitted.

To upgrade roles for Knowledge Studio users:

1. Launch the Knowledge Studio application.

2. From the top right navigation menu, click the Settings icon and then click Manage service details.

3. In the Manage users section of the Service Details page, click the Edit link next to a user.

4. Click the role of the user and choose the role you want to upgrade that user to. For more information about roles, see User roles in Knowledge Studio.

   Important: You must create a workspace, associate a user with a document set, and assign an annotation task to a user before a user with the human annotator role can see any workspaces listed in the Knowledge Studio application. Set up the workspace as soon as possible after users register so they see your workspace when they first access the application. You might want to notify users after you set up the workspace to let them know that they can start annotating documents.

5. Optional: When you finish administering users in Knowledge Studio, exit the session by closing the web browser. The Knowledge Studio user interface does not provide an action for explicitly logging out.

Deactivating user accounts

Later, if you want to remove users, follow the previous steps to open the Service Details page. From the list of user IDs, find the user you want to remove and click Deactivate.

If users are assigned documents to annotate and you deactivate their accounts, their annotations are affected. If annotations made by deactivated users were not promoted to ground truth, those annotations are deleted.