User Management

Manage who has access to your account, and what they can do.

Inviting a user to the account, with the role choices Owner, Admin, Member and Viewer. The invitee's password is set here — no invitation email is sent

Use User Management to update personal settings and control account access. This reference covers profile settings, account information, security, membership, API access, and role-based permissions across Document AI.

Profile lives on its own screen, reached from the account menu at the bottom of the sidebar. Everything else lives under Settings.

Capability	Description	Limit
User Profile	View and edit your own name, timezone, and language; email with a Verified badge, account status, member since, and last login are read-only	Reached from the account menu at the bottom of the sidebar, then Profile; not from Settings
Account information	View account ID, name, and status. Owners can also edit account details and reveal or copy the webhook signing key	Edit, Webhook Signing Key, and Zero Data Retention are visible to the Owner only. Admin, Member, and Viewer see a read-only summary with ID, Name, Webhook URLs, Created, Last Updated, and Status
Zero Data Retention	Process documents without storing them; results are returned inline or by webhook, then purged, while usage metrics are retained	Owner only; every change is recorded in the audit log
Password	Change your own password	At least 8 characters, one uppercase letter, one lowercase letter, one number, and one special character
API keys	Create a key with a name, optional description, and optional expiration in days for programmatic access	Available to Owner and Admin. API Keys is not available to Member or Viewer
Sessions	View your active sessions and login history	Available from Settings
Account users	Invite a new user, change a user's role, or remove a user. The user list shows each user's status	Invite, Change Role, and Remove are visible to Owner and Admin. Member and Viewer do not see the account user list
Usage & billing	View credit balance and per-page rates for extraction, generation, and classification. Owner also sees a Usage by Member breakdown of pages processed per member this week	$0.03 per page for extraction, generation, and classification. Buying credits is not yet available. Usage by Member is not available to Member or Viewer.

Settings > Account showing account id and status, the masked webhook signing key with Reveal and Copy, and the Zero Data Retention toggle only the account Owner can change

Common workflows

1. Invite a user — From Settings → Users, click Invite User. Enter First Name, Last Name, Email, and Password, then choose a role: Owner, Admin, Member, or Viewer. Member is the default. The new user signs in immediately with the email and password you set; no invitation email is sent.
2. Change a user's role — Next to a user, open the ... actions menu and select Change Role, then choose Owner, Admin, Member, or Viewer.
3. Create an API key — Owner and Admin only. From Settings → API Keys, click Create API Key. Provide a Name, optional Description, and optional Expires In (Days). Use Show Revoked to include revoked keys in the list, or Refresh to reload it.
4. Manage your own security — From Settings → Security, change your password. From Settings → Sessions, review active sessions and login history.
5. Remove a user — Next to a user, open the ... actions menu and select Remove User.
6. Update your profile — From the account menu, open Profile and click Edit Profile to change your name, timezone, or language.
7. Check usage — From Settings → Usage, view credit balance and per-page rates. As Owner, also review the Usage by Member breakdown.

Roles

Role	Access
Owner	Full access to all of Settings and the Usage by Member breakdown, including editing account details, revealing the webhook signing key, and enabling Zero Data Retention
Admin	The same access as Owner, except Account is read-only. No Edit, no webhook signing key access, and no Zero Data Retention. All other Settings access matches Owner, including Usage by Member
Member	Read-only Account, like Admin. No access to API Keys, cannot see the account user list under Users, and Usage by Member is not available
Viewer	The same Settings restrictions as Member, but not a blanket read-only role elsewhere in Document AI

The account user list under Settings > Users, showing each user's role, status, member since and last access, with per-row actions only Owner and Admin can see

Access across Document AI modules

Outside Settings, role restrictions focus more on administration, certification, fraud rules, and user management than on day-to-day content processing.

Module	Owner	Admin	Member	Viewer
Gallery — view collections	Full	Full	Full	Full
Gallery — create a collection	Full	Full	Full	Not available
Extraction — list & upload	Full	Full	Full	Full
Classification — list, upload, and classify	Full	Full	Full	Full
Generation — list	Full	Full	Full	Full
Knowledge Search — ask a question	Full	Full	Full	Full
Webhook Monitor — view deliveries	Full	Full	Full	Full
Test Dashboard — browse, model select	Full	Full	Full	Full
Document Types — view table	Full	Full	Full	Full
Document Types — export certification report	Full	Full	Not available	Not available
Document Types — edit certification status	Full	Full	Not available	Read-only
Document Configuration — view fraud rules and Validate	Full	Full	Full	Full
Document Configuration — Edit Rules wizard	Full	Full	Not available	Not available

Viewer is not limited to read-only access. Viewer can still upload in Classification and run queries in Knowledge Search.

Member and Viewer cannot edit certification status, but the UI presents this differently. Member has no edit control next to the badge. Viewer sees a read-only eye icon instead.

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Related pages

• Webhooks & Integrations depends on the account settings and signing key managed here.
• Workspace and the rest of Document AI inherit the role access defined on this page.
• Test Dashboard and Document Types often follow Owner/Admin operating patterns.