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Manage access to projects and users in Epiq AI to restrict who can view data, annotations, and predictions in your document review projects.

Roles in Epiq AI

There are four roles available in Epiq AI. Users have different levels of access to projects.
RoleDescription
AdminHas full administrative access to all projects within an Epiq AI instance. Can create and modify projects, create and add users, and view activity logs.
OwnerHas full administrative access to a project. Can import/export data, change project settings, manage data, models, and reviews.
ManagerHas data management rights and can import/export data within a project.
EditorHas read/write access to data and can manage review assignments within a project.
MemberHas read/write access to review assignments within a project.

Permissions in Epiq AI

ActionMemberEditorManagerOwnerAdmin
User Management
Change user roles ✔️✔️
View users ✔️✔️
Invite users ✔️
Deactivate users ✔️
Project Management
View projects✔️✔️✔️✔️✔️
Edit projects ✔️✔️✔️✔️
Create projects ✔️
Delete projects ✔️
View protocols✔️✔️✔️✔️✔️
Create protocols✔️✔️✔️✔️
Edit protocols✔️✔️✔️✔️
Delete protocols✔️✔️✔️✔️
Collection settings✔️✔️✔️
Project settings✔️✔️
Data Access
View project data✔️✔️✔️✔️✔️
Import data ✔️✔️✔️
Export data ✔️✔️✔️
Manage cloud storage ✔️
Document review
Manage review batches ✔️ ✔️✔️✔️
Annotate documents✔️✔️ ✔️✔️✔️
Assign reviewers to tasks ✔️ ✔️✔️✔️
Export tasks ✔️ ✔️✔️✔️
Machine learning models
Create models ✔️ ✔️✔️✔️
View predictions✔️ ✔️✔️✔️
Train/fine-tune models ✔️ ✔️✔️✔️
Evaluate models ✔️ ✔️✔️✔️
Save models ✔️ ✔️✔️✔️
Set up role-based access control in Epiq AI by using Admin settings and assigning roles to organization members. Only people with Admin roles can invite people to Epiq AI and manage their role membership.