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GuidesAPI ReferenceChangelogModel Versioning
GuidesAPI ReferenceChangelogModel Versioning
    • Getting Started
      • Supported File Types
      • How Credits Work
      • Rate Limits
      • User Roles and Permissions
      • Test Environment Guide
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  • Available Roles
  • Role Permissions
  • Admin
  • Developer
  • Editor
  • Reviewer
  • Managing Roles
General

User Roles and Permissions

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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