> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/document-ai/document-ai-1/user-management.md).

# User Management

Use User Management to update your personal settings and control account access. The sections below cover:

* Personal profile — name, timezone, and language
* Account information — identity, webhook signing key, and Zero Data Retention
* Security and access — password, active sessions, and API keys
* Membership — invites, roles, removals, and usage

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

<figure><img src="/files/iywm7i27knCsDuqwHu1d" alt=""><figcaption></figcaption></figure>

| 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 (avatar at the bottom of the sidebar) → Profile, not from Settings                                                                                               |
| Account information | View account ID, name, and status. Owners can also edit account details and reveal/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 (ID, Name, Webhook URLs, Created, Last Updated, Status)   |
| Zero Data Retention | Process documents without storing them — results are returned inline or via webhook, then purged; only usage metrics are kept                                                | 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, 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 — the API Keys tab does not appear in Settings at all for Member or Viewer                                                                                        |
| Sessions            | View your active sessions and login history                                                                                                                                  | —                                                                                                                                                                                              |
| 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/Remove visible to Owner and Admin; Member and Viewer do not see the account's 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 | $0.03/page for extraction, generation, and classification; <mark style="color:$warning;">Buy Credits is a coming-soon placeholder; Usage by Member does not appear for Member or Viewer</mark> |

<figure><img src="/files/4FpPDgeshXDNlij9TcBa" alt=""><figcaption></figcaption></figure>

### Workflow

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/Admin only) — from **Settings → API Keys**, click **Create API Key**. Provide a Name (required), an optional Description, and an 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 your 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 your credit balance and per-page rates; as Owner, also review the Usage by Member breakdown.

### Roles

<figure><img src="/files/iKkUnzQMYm53nT2G2fBt" alt=""><figcaption></figcaption></figure>

| Role       | Access                                                                                                                                                                                         |
| ---------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**  | Full access to every Settings tab and the Usage by Member breakdown, including editing account details, revealing the webhook signing key, and enabling Zero Data Retention                    |
| **Admin**  | Same Settings tabs as Owner, except the Account tab is read-only (no Edit, no webhook signing key, no Zero Data Retention); all other Settings access matches Owner, including Usage by Member |
| **Member** | Read-only Account tab like Admin; no API Keys tab; cannot see the account's user list on the Users tab; the Usage by Member section does not appear                                            |
| **Viewer** | Same Settings-tab restrictions as Member — but not a blanket read-only role elsewhere in Document AI; see "Access across Document AI modules" below                                            |

### 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. Access across the four roles looks like this:

| 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 & Validate tab | Full  | Full  | Full              | Full              |
| Document Configuration — Edit Rules wizard               | Full  | Full  | **Not available** | **Not available** |

{% hint style="warning" %} <mark style="color:$warning;">Viewer is not limited to read-only access. Viewer can still upload in Classification and run queries in Knowledge Search.</mark>
{% endhint %}

{% hint style="info" %}
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.
{% endhint %}

***

### Related pages

* [Webhooks & Integrations](/document-ai/document-ai-1/webhooks-and-integrations.md) depends on the account settings and signing key managed here.
* [Workspace](/document-ai/document-ai-1/workspace.md) and the rest of Document AI inherit the role access defined on this page.
* [Test Dashboard](/document-ai/document-ai-1/test-dashboard.md) and [Document Types](/document-ai/document-ai-1/document-types.md) often follow Owner/Admin operating patterns.


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