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
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
