Manage access

Click the Manage Access button to start managing role assignments.

Attention:

Roles can be assigned to users, groups, or external applications.

Role Assignments Tab

Here you can assign a new role by using the Assign role option, view a list with all the users that received roles, and the roles each user has.

• Sort the list of available users by Name and Role(s).
• Select the Assign role option for assigning a role(s) to a user, a group, or an external application.
  
  

  

  
  
• Select the Refresh button whenever changes occured.
• Select the More actions menu to Edit or Remove the role(s) of a user, a group, or an external application.
  
  

  

  
  

Roles Tab

The Roles tab provides information about all available roles that can be assigned to a user.

• Use the Search bar to initiate a search for a specific role.
• Select the Name sorting option to sort the roles alphabetic, in ascending, or descending order.
• Select the Refresh button whenever changes occured.
• Select the View permissions option to visualize all available permissions for the selected role.

Role Permissions

Each role has specific permission. Here is the complete list of all permissions assigned to each available role.

You can choose between four different role permissions:

• Document Understanding Administrator - With this permission, you can initiate any action, including managing users (at project and tenant level).
• Document Understanding Developer - With this permission, you can read projects and can manage anything inside a project: classifiers, extractors, document types. You can also modify project settings, but cannot create or delete projects.
• Document Understanding Model Trainer - With this permission, you can label documents, edit fields, import, or export data.
• Document Understanding Viewer - With this permission, you can only view all the entities but have not rights to edit or delete them.

Document Understanding Administrator permissions

Permission	Description
Classifier.Create	You can create a new classifier.
Classifier.Delete	You can delete an already available classifier.
Classifier.Read	You can read the classifier.
Classifier.Update	You can update a classifier that is already available.
DocumentType.Create	You can create new document types.
DocumentType.Delete	You can delete document types.
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available.
Extractor.Create	You can create a new extractor.
Extractor.Delete	You can delete an already available extractor.
Extractor.Read	You can read the extractor.
Extractor.Update	You can update an extractor that is already available.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Create	User can create new projects.
Project.Delete	You can delete an already available project.
Project.Read	You can read the project.
Project.Update	You can update an already available project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Delete	You can delete an already available project version.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Create	You can create new project version labes.
ProjectVersionLabel.Delete	You can delete an already available project version label.
ProjectVersionLabel.Read	You can read a project version label.
ProjectVersionLabel.Update	You can update an already available project version label.
TenantSettings.Create	You can create Document Understanding tenant level settings.
TenantSettings.Read	You can read Document Understanding tenant level settings.
TenantSettings.Update	You can update Document Understanding tenant level settings.

Document Understanding Developer permissions

Permission	Description
Classifier.Create	You can create a new classifier.
Classifier.Delete	You can delete an already available classifier.
Classifier.Read	You can read the classifier.
Classifier.Update	You can update a classifier that is already available.
DocumentType.Create	You can create new document types.
DocumentType.Delete	You can delete document types.
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available.
Extractor.Create	You can create a new extractor.
Extractor.Delete	You can delete an already available extractor.
Extractor.Read	You can read the extractor.
Extractor.Update	You can update an extractor that is already available.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
Project.Update	You can update an already available project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Read	You can read a project version label.

Document Understanding Model Trainer permissions

Permission	Description
Classifier.Read	You can read the classifier.
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available.
Extractor.Read	You can read the extractor.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Read	You can read a project version label.

Document Understanding Viewer permissions

Permission	Description
Classifier.Read	You can read the classifier.
DocumentType.Read	You can read an already available Document Type.
Extractor.Read	You can read the extractor.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
ProjectVersion.Read	You can read a project version.
ProjectVersionLabel.Read	You can read a project version label.