Document Understanding
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Document Understanding User Guide for Modern Experience
Last updated Feb 22, 2024

Manage access

Click the Manage Access button to start managing role assignments.

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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). The following example explains both functionalities:



  • Click the Assign role option for assigning a role(s) to a user, a group, or an external application.



  • Click the Refresh button whenever changes occured.

  • Click 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.

  • Click the Search bar to initiate a search for a specific role.

  • Click the Name sorting option to sort the roles alphabetic, in ascending, or descending order.

  • Click the Refresh button whenever changes occured.

  • Click 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 Contributor - 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 Data Labeller - 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

DocumentType.CreateYou can create new document types.
Extractor.Delete

You can delete an already available extractor.

DocumentType.Delete

You can delete document types.

TenantSettings.UpdateYou can update Document Understanding tenant level settings

.

Classifier.DeleteYou can delete an already available classifier.
Extractor.UpdateYou can update an extractor that is already available.
TenantSettings.ReadYou can read Document Understanding tenant level settings

.

Project.Create

User can create new projects.

DocumentType.UpdateYou can update a document type that is already available.
Extractor.CreateYou can create a new extractor.
Classifier.CreateYou can create a new classifier.
Classifier.UpdateYou can update a classifier that is already available.
Project.Update

You can update an already available project.

DocumentType.ReadYou can read an already available Document Type.
Project.DeleteYou can delete an already available project.
Classifier.ReadYou can read the classifier.
TenantSettings.CreateYou can create Document Understanding tenant level settings

.

Extractor.ReadYou can read the extractor.
Project.Read

You can read the project.

Document Understanding Contributor Permissions

Permission

Description

Classifier.CreateYou can create a new classifier.
Project.UpdateYou can update an already available project.
DocumentType.ReadYou can read an already available Document Type.
DocumentType.UpdateYou can update a document type that is already available.
Extractor.UpdateYou can update an extractor that is already available.
Extractor.ReadYou can read the extractor.
Classifier.DeleteYou can delete an already available classifier.
Project.ReadYou can read the project.
DocumentType.DeleteYou can delete document types.
DocumentType.CreateYou can create new document types.
Classifier.ReadYou can read the classifier.
Extractor.DeleteYou can delete an already available extractor.
Extractor.CreateYou can create a new extractor.
Classifier.UpdateYou can update a classifier that is already available.

Document Understanding Data Labeller Permissions

Permission

Description

DocumentType.UpdateYou can update a document type that is already available.
Project.ReadYou can read the project.
Extractor.ReadYou can read the extractor.
DocumentType.ReadYou can read an already available Document Type.
DocumentType.CreateYou can create new document types.
Classifier.ReadYou can read the classifier.

Document Understanding Viewer Permissions

Permission

Description

Extractor.ReadYou can read the extractor.
Project.ReadYou can read the project.
Classifier.ReadYou can read the classifier.
DocumentType.ReadYou can read an already available Document Type.

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