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You must be an Admin to perform this task.

User Roles

User access permissions are managed at the workspace level. When you create a workspace, only Admin users have access by default. To allow others to access your workspace, you must add them to your organization and assign roles.

You can assign the following roles to users:

• Admin: Can perform tasks and manage users and workspaces at the organization level. Automatically gains access to all workspaces in the organization.
• Editor: Can perform tasks and manage users at the workspace level once they're granted access to that workspace.
• Search user: Can only access the Search feature and perform searches within a workspace to which they have access.

Access to Organizations

In deepset Cloud, your company is assigned an organization that we create for you. You can have up to 10 workspaces within an organization, each with separate data and pipelines.

You can add other Admin users to the organization so that they can manage workspaces and users. Roles other than Admin still need to be granted access to individual workspaces to be able to access them.

Access to Workspaces

You can grant access to individual workspaces. Admin users have access to all workspaces in an organization.

Granting Workspace Access

Follow the steps below to allow users to access your workspaces.

Granting Access to New Users

If the user is not a member of your organization, invite them:

1. Log in to deepset Cloud.

2. Click your initials in the top right corner and select Organization.

   

3. Click Invite Users and add their details. You can select one of these roles for the user:

   • Admin - has access to all functions and workspaces in your organization. This sets the Admin role for this user for all workspaces in the organization.
   • Editor - doesn't have any permissions when added at the organization level, must be granted access to a workspace.
   • Search user - doesn't have any permissions when added at the organization level, must be granted access to a workspace.

4. If you choose the Editor or Search User roles, you can select the workspaces to which they have access.

Tip: You can't choose the workspaces for the Admin role because this role has access to all workspaces in the organization by default.

Granting Access to Organization Members

If the user is already in the organization but you want to grant them access to individual workspaces:

1. Click your initials in the top right corner.
2. Switch to the Workspaces tab.
3. Find your workspace and click Manage access next to it.
4. Find the user whose roles you want to change. You can choose one of these roles for each user:
   • Editor - has access to all functions in the workspace.
   • Search user - has access to the Search functionality in the workspace.
5. Click Finish. The roles are updated.

Update User Roles

1. Log in to deepset Cloud.
2. Click your initials in the top right corner and choose Organization.
3. Find the user whose role you want to update and click the Change role icon next to them.
4. Choose a new role for the user.
   Tip: The Editor and Search User roles apply only to the specific workspaces to which users have been granted access. The Admin role gives organization-wide access and permissions.

Delete Users

1. Log in to deepset Cloud.
2. Click your initials in the top right corner and select Organization.
3. Click the Remove user icon next to the user.