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Platform GuideOrganizations & Projects

Roles & Permissions

Understand the role-based access control system and what each role can do.

Pipelines uses a hierarchical role-based access control (RBAC) system. Each role inherits the permissions of the roles below it.

Role hierarchy

Org Admin
  └── Project Admin (Owner or Viewer per project)
        └── Contributor

Role details

Org Admin

The highest-level role. Org Admins manage all resources within an organization and have implicit access to every project.

CapabilityAccess
Manage projectsCreate, edit, archive, delete any project in the org
Manage teamInvite users, assign roles across all projects
Organization settingsModels, MCP servers, API keys, org-scoped templates
Evaluation criteriaCreate and manage org-scoped criteria and prompts
API keysCreate and manage API keys for external API access
All project operationsFull access to everything within every project

Project Admin

Assigned per-project. A user can be a Project Admin on multiple projects, with different access levels on each. Each project assignment has one of two permission levels:

Owner

Full read/write access to the project.

CapabilityAccess
Manage pipelinesCreate, edit, publish, activate, pause, archive pipelines
Manage tasksSeed tasks, view all task data, edit submissions, export
Data ExplorerFull access to task tables, derived columns, evaluations
Team (project)Add/remove project team members, assign project-level roles
Project templatesSave and manage project-scoped templates
Time tracking (admin)View time tracking reports for all contributors
InstructionsCreate and manage contributor instructions

Viewer

Read-only access to the project. Useful for stakeholders who need visibility without the ability to modify pipelines, tasks, or team configuration. Viewers see the same sidebar navigation as Owners, but all write actions are disabled.

CapabilityAccess
View dataRead-only access to task data and pipeline configurations
DashboardsView project and org dashboards
Team pageView the team roster (cannot add, remove, or modify members)
InstructionsView all contributor instructions (cannot create, edit, or delete)
Time trackingView time tracking reports for all contributors
WorkflowsView pipeline configurations (cannot create, edit, publish, or manage)
TemplatesView project and org-scoped templates (cannot create, edit, or delete)

Viewers can see everything an Owner can see, but cannot create, edit, delete, publish, or manage anything. All restrictions are enforced at the API level — action buttons are hidden or disabled in the UI.

Contributor

The work execution role. Contributors complete tasks assigned to them within their projects.

CapabilityAccess
Work queueView and claim available tasks
Submit workFill out forms and submit subtask responses
Review workComplete reviews on assigned review nodes
My timeView personal time tracking data
InstructionsRead project instructions scoped to their contributor role

Personas

Users interact with the platform through two personas, each with its own sidebar navigation:

  • Admin persona — shows the admin sidebar with project management, pipeline building, data explorer, team management, and organization settings.
  • Contributor persona — shows the contributor sidebar with work queues, submitted tasks, and personal time tracking.

Users who have both admin and contributor roles can switch between personas from the user menu:

  1. Click your name or avatar at the bottom of the sidebar to open the user menu.
  2. Select "Switch to Contributor" or "Switch to Admin".

The persona determines which navigation and features are visible, but does not change your underlying permissions.

The persona switch option only appears if your account has both admin and contributor roles. If you only have one role, you will not see this option.

Assigning roles

At the organization level

Org Admins manage users from the People page in the admin sidebar. From here you can invite new Org Admins or Project Admins, add contributors to projects, and manage role assignments. See Team Management for step-by-step instructions.

At the project level

Project Admin Owners manage team members from the project's Team page. Each user added to a project is assigned as either a Project Admin (Owner or Viewer) or a Contributor. See Team Management for details.

Contributor roles

Within a project, contributors can be further categorized using contributor types — custom labels that help organize contributors by function (e.g., "Annotator", "Translator", "QA Specialist"). Contributor types are project-scoped and used for:

  • Node claim restrictions — pipeline nodes can require a specific contributor type
  • Per-type claim limits — maximum concurrent claims per contributor type
  • Work schedule restrictions — per-type work schedules
  • Instruction visibility — instructions can be scoped to specific contributor roles
  • Task filtering — filter and assign tasks based on contributor type

See the Contributor types section in Team Management for how to manage them.