> 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/guides-1/user-management.md). # User Management

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 | {% hint style="warning" %} Viewer is not limited to read-only access. Viewer can still upload in Classification and run queries in Knowledge Search. {% 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/guides-1/webhooks-and-integrations.md) depends on the account settings and signing key managed here. * [Workspace](/document-ai/getting-started/workspace.md) and the rest of Document AI inherit the role access defined on this page. * [Test Dashboard](/document-ai/guides-1/test-dashboard.md) and [Document Types](/document-ai/guides-1/document-types.md) often follow Owner/Admin operating patterns. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.uptiq.ai/document-ai/guides-1/user-management.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.