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User Roles in Command Center

Teena Merlan
  • Updated

Understand and manage your user roles in Command Center. As a Command Center admin, you can manage all users in any related organization. Here's everything you need to know about user roles in Command Center.

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  1. User role definitions
  2. User role summary
  3. Manage users 
🎯Primary Audience: Command Center Customers

Activation

This is a paid feature and must be enabled by Proof. Contact your Customer Success Manager (CSM) if you have one. If not, please have an owner or admin from your company contact our Sales team using an email address connected to your company's Proof account.

User Role Definitions

The table below defines each role, and the table in the next section provides more detailed information about which features these users can access. 

Role Name Definition
Owner Has no restrictions and can perform all functions below, including inviting new admins; an organization can only have one Owner
Admin Can perform all functions below, including inviting new admins; an organization can have multiple Admins
User Manager1 Can only perform actions related to users; cannot access any transaction information, or promote other users to admin or owner
Technical Support1 Can manage settings and help troubleshoot, access and export transactions but cannot send transactions; for enablement teams or internal support teams
Team Member Can send and manage all transactions and see results of identity verification
Sender1 Can only send and manage their own transactions, cannot view personal identifying information (PII) in transactions or see results of identity verification

1Only available to Enterprise customers 

User Role Summary

The table below shows at a glance which user types have access to which functions in their respective accounts. Use this as a guide to help you decide which permissions to give new or existing users.

The check means that user can perform or access that specific function.

Function

Admin/

Owner1

 User Manager2 Technical Support2 Team Member Sender2
Account-level settings
Manage account-level settings ✅   ✅    
Create and manage API keys ✅        
User management
View organization users ✅ ✅   ✅  
Manage organization users ✅ ✅      
Deactivate an Admin user ✅ ✅      
Invite or promote to Admin user ✅        
Replace the Owner user ✅        
View and manage in-house notaries2 ✅ ✅      
Send & manage
Send and manage transactions ✅     ✅ ✅
View & export transaction data ✅   ✅ ✅ ✅
View high privilege data (PII, meeting video) ✅   ✅ ✅  
View Identity tab on individual transactions ✅        
EasyLinks, Referrals, and Templates (business portal only, no real estate)
Use  ✅   ✅ ✅ ✅
Manage (create, edit, delete) ✅   ✅ ✅  
Meetings
Access to Meetings tab2 ✅   ✅ ✅ ✅
Function

Admin/

Owner1

 User Manager2 Technical Support2 Team Member Sender2

2In-house notaries must be enabled for the organization and the user must be a notary

Manage users

You can invite new users, edit or deactivate existing users, and search or filter across organizations within your company.

Navigate to User Management

  1. Click the waffle menu icon in the upper left corner of your Proof account.
  2. Select Command Center.
  3. Click User management from the menu on the left.

From this page, you can invite new users and manage existing users, depending on your permissions.

Invite New Users

  1. Click + Invite new user in the upper right corner.
  2. Select the user's Home Organization using the dropdown menu.
    • If this user needs access to Command Center, select the company's Root Organization.
  3. Fill out the form.
  4. Use the toggles to grant access to Command Center or indicate this person is a notary, if applicable.
  5. Click Send invitation.

command center invite new user.jpg

Deactivate Existing Users

Only users who are in Active status can be deactivated.

  1. Find the desired user(s) by using the search field or filters above the user list.
  2. Check the box next to the user(s) to deactivate.
  3. Click Deactivate in the toolbar that appears above the user list.
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