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ProductAPI ReferenceChangelogModel Versioning
ProductAPI ReferenceChangelogModel Versioning
    • Authentication
    • API Versioning
  • Workflow Endpoints
    • Run Workflow
    • Workflow Run
    • List Workflow Runs
    • Update Workflow Run
    • Create Workflow
    • Batch Run Workflow
    • Correct Workflow Run (Deprecated)
  • Processor Endpoints
    • Run Processor
    • Get Processor Run
    • Batch Processor Run
    • Create Processor
    • Update Processor
    • Publish Processor Version
    • Processor Version
    • List Processor Versions
  • Parse Endpoints
    • Parse File
  • File Endpoints
    • Upload File
    • Get File
    • List Files
    • Create File (Deprecated)
  • Evaluation Set Endpoints
    • Create Evaluation Set
    • Create Evaluation Set Item
    • Update Evaluation Set Item
    • Bulk Create Evaluation Set Item
  • Objects
    • Block
    • Evaluation Set
    • Evaluation Set Item
    • File
    • Processor
    • Processor Run
    • Batch Processor Run
    • Processor Version
    • Workflow
    • Workflow Run
    • Workflow Run Summary
  • Guides
    • Processor Configs
    • Output Types
    • Bounding Boxes
    • Supported File Types
    • Rate Limits
    • User Roles and Permissions
  • Webhooks
    • Configuration
    • Events
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On this page
  • Available Roles
  • Role Permissions
  • Admin
  • Developer
  • Editor
  • Reviewer
  • Managing Roles
Guides

User Roles and Permissions

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Configuration

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In Extend, your organization contains one or more workspaces, and each workspace has its own set of members. Every member is assigned a role that determines what they can access and do within that workspace. Since roles are workspace-specific, a user can have different roles in different workspaces.

Available Roles

RoleDescription
AdminFull access to all features, including member management and billing
DeveloperAll features except member management and billing settings
EditorCreate and manage processors, workflows, and evaluations
ReviewerView configurations and review workflow/processor runs

Role Permissions

Admin

Full control over the workspace:

  • All Developer permissions
  • Invite and remove workspace members
  • Change member roles
  • Manage billing and subscription settings

Developer

Access to all features except workspace administration:

  • All Editor permissions
  • Create and manage API keys
  • Configure webhook endpoints
  • View API request logs and webhook logs

To access the Developers page (API keys, webhooks, logs), you need the Admin or Developer role.

Editor

Build and iterate on document processing:

  • Create, edit, and publish processors
  • Create and manage workflows
  • Run processors and workflows
  • Manage evaluation sets

Reviewer

Monitor and review document processing:

  • View processors and workflows
  • Review and correct workflow runs
  • Review and correct processor runs
  • Manage evaluation set items

Managing Roles

Admins can manage workspace members from Settings → Members.

To change a user’s role:

  1. Navigate to Settings → Members
  2. Find the user in the members table
  3. Select a new role from the dropdown

To invite a new user:

  1. Click Add Member
  2. Enter their email and select a role
  3. They’ll receive an email invitation to join