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Account and Workspace Settings

This guide explains how to set up workspaces and accounts to create and use projects on the DATUMO platform.

① Workspace

A workspace is a collaborative space for sharing projects, datasets, evaluation results, and more. A single workspace corresponds to a single team, and its members can use and manage all resources within the workspace together.

  • SaaS Customers: When you sign up for the service, Selectstar will create a workspace and issue an initial Admin account.
  • On-premise Customers: The Super Admin within your organization creates and manages workspaces directly.

② Account Types

DATUMO supports powerful access control and efficient team management through a hierarchical account structure of Super Admin, Admin, and User.

Super Admin

This is the master account with the highest level of authority in the system. In a SaaS environment, the Selectstar team takes on this role, while in an on-premise environment, the customer's general manager is responsible for it.

Key Permissions: Manages the entire system, including creating/managing workspaces, creating/managing all user accounts, and assigning Admin roles.

Admin

The administrator of a workspace. Manages projects, datasets, and users belonging to the workspace.

Key Permissions: Responsible for workspace operations, including managing projects and datasets, setting function-specific permissions for workspace members, and removing members.

User

A general member of the workspace who performs core evaluation tasks.

Key Permissions: Can only use features for which they have been granted access. If they have the necessary permissions, they can also create projects themselves.


③ How-to Guides for Workspace and User Management

How to Create a Workspace and Invite Users

Only a Super Admin can create workspaces and user accounts and invite users.

  • SaaS Customers:

    1. Create a workspace: Request workspace creation from Selectstar through your dedicated channel.
    2. Add users: After the workspace is created, request account creation from Selectstar if you want to add more users.
  • On-premise Customers:

    1. The organization's Super Admin creates a new workspace on the [+NEW Workspace] page.
    2. Create new user accounts and invite them to the workspace on the [Global User Management] page.

User Management Guide for Admins

Admins can manage the permissions of members within their own workspace.

  1. Go to the [User Management] page.
  2. Select the user whose permissions you want to change.
  3. Grant or revoke access to specific features (e.g., Basic Evaluation, RAG Checker) for the user.
  4. You can also remove a user from the workspace. (This does not delete the account, it only removes it from the workspace).