Setup and invitations

Account Setup

Before the data import process, you will need to create an account on the Centaur Portal. Your project manager will send an invitation to join the Centaur Portal and create an account via email. Follow the prompts in the email to complete the account setup. If you do not see the invite in your inbox, check your spam.

If your organization requires SSO (single sign-on), please let your Project Manager know.

Portal Invitations

Once you have created your account, you can invite additional team members to join. To do so, follow the steps outlined below.

• Select your name at the bottom of the left hand side bar. Select Settings. Select Users from the navigation panel on the left side. Select Invite user and enter your team member's email in the text box and assign them a user role.

You will be able to assign each user a role: customer, consultant, or labeler. See below on the permissions for each user rule.

Once you have chosen a role, select Invite. Once complete, users will receive email invitations to join your project space. You can also share the invite link available under Invitations if it has been unclaimed.

Note: A user’s role can be updated if needed, once the account is created. Just let your project manager know!

User Roles

There are three user roles, each with different permissions set. You can view your role by selecting over your name in at the bottom of the left hand side bar, selecting Settings, and then selecting Users from the navigation panel on the left side. Then, enter your email address in the Search users box. View your role under the Role column.

• Customer: Your team's project manager or data owner.
• Consultant: Validated expert to create Gold Standards or review Centaur network annotations. Select this role for any arbitrator.
• Labeler: Individual creating annotations on the Centaur web portal.

Below is an overview of the actions available to each role.