Sign In, Navigation, and Roles

Sign In

1. Open the application address from your administrator.
2. Enter Username or email and select Sign In. You can also choose Google under Or sign in with. New users select Register. Remember me keeps you signed in on this browser.
3. Check the company name at the top of the page. Continue only if it is correct.

If you do not have an account or are not a member of the company, ask an administrator to invite or add you.

Profile and Preferences

Task	How
Change language or appearance	Open the avatar menu. The browser saves your choice
View your profile	Open Profile & Setting. Change Password, when available, opens the ScaleX portal in a new tab
Switch company	Use the company option in the avatar menu and confirm. You sign in again, so finish unsaved work first
Sign out	Select Logout, especially on a shared computer

Navigation

Menu	Use it to
Pipelines	Create and manage Pipelines and their versions
Jobs	Monitor processing, read errors, retry, cancel, or delete Jobs
AI Providers	View AI providers and models, and manage custom models
AI Models	Manage AI provider keys (page title AI Model API Keys)
API Keys	Issue keys for external systems
API Integration	Read the API reference with examples
Profile & Setting	View your profile; manage users, roles, and quota

Inside a Pipeline, the tabs are Pipeline Setting, Documents, ScaleConnect, Webhook, and Webhook History.

Default Roles

These are system roles. For a system role other than Owner, you can change only the quota-read permission. To grant other combinations of permissions, create a custom role.

Role	Can	Cannot
Owner	Everything in the workspace	Be assigned to another member like an ordinary role
Administrator	Manage processing, models, integrations, and the organization	Transfer company ownership
Supervisor	Manage and publish Pipelines, manage Webhooks, retry or cancel Jobs, review results	Manage AI keys, API Keys, or ScaleConnect
Member	View resources, submit documents, monitor Jobs	Review, publish, or edit configuration
Guest	View resources and results	Upload, review, or edit

note

Reviewing, submitting, exporting, and publishing each need their own permission. Opening Review needs the review permission even if you only want to look. Users without it can export confirmed results from the Documents list.