User Roles and Permissions
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
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
Viewer
Read-only access to document processing:
- View processors and workflows
- View workflow and processor runs
- View evaluation sets
- View workspace members
Viewer cannot create, edit, run, review, or correct anything. Assign the Reviewer role if someone needs to correct runs or manage evaluation set items.
Managing Roles
Admins can manage workspace members from Settings → Members.
To change a user’s role:
- Navigate to Settings → Members
- Find the user in the members table
- Select a new role from the dropdown
To invite a new user:
- Click Add Member
- Enter their email and select a role
- They’ll receive an email invitation to join