Sign-in and roles

Signing in

You sign in with your organization's account. Sequality sends your browser to the sign-in service, which is Amazon Cognito federated to your organization's identity provider by OIDC; SAML can be used instead. While this happens the page reads "Signing you in to Sequality."

If the sign-in service fails, the page says "The sign-in service failed, so you could not be signed in." and offers Try signing in again.

Once you are signed in, the foot of the sidebar names you and the roles your account holds, and Sign out under that line ends your session. When the sidebar is collapsed to its rail, the foot shows your initials and Sign out as an icon. On a small screen the line and Sign out are in the bar at the top of the page, beside Menu.

There is no self sign-up. Federation was run live against an Okta developer tenant on the demonstration stack on 2026-11-08.

Where your role comes from

Your role comes from the groups your account holds in your organization's identity provider. Your administrators map each group to a role. No group can grant the administrator role; only an operator can give an account that role, in the user pool.

Roles decide what the interface offers you. The API enforces every permission, so a control the interface offers is one the API will act on.

Examiners

An examiner owns the searches and cases made for them. An examiner can:

• run interactive searches, and deep searches when the account holds the deep-search permission;
• create cases, decide on claim features, plans, suggestions and references, compose and close the search summary, and keep the shortlist;
• export results, shortlists and case records.

Without the deep-search permission, the deep option reads: "Deep is not available to you: it needs the deep-search permission, which your account does not hold."

Sequence searchers

A sequence searcher runs searches and enters cases for an examiner. The field Examiner identifier (optional) names the examiner; the search or case then belongs to that examiner. On a case entered this way the searcher reads "You entered this case for an examiner, who owns it. You can view it."

A sequence searcher can import result files into that case and change its shortlist, but cannot export it: "Only the case examiner or a supervisor exports. The searcher who entered the case can view the shortlist but not export it." A sequence searcher sees no notes or relevance judgments.

Supervisors

A supervisor reviews examiners' searches and cases. On a case, a supervisor reads "You are viewing this case as a supervisor." A supervisor can export results and case records: "Only the case's owner or a supervisor can export the case record."

The API admits examiners and sequence searchers. An account that is only a supervisor is not admitted, so a supervisor's account also holds the examiner role.