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User roles in Command Center

  • Updated

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

Read User roles overview for your organization for information about organizational user roles outside of Command Center.

Who can use this

Existing Command Center owners, admins, and user managers.

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 available in Command Center, 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

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
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 tab3 ✅  
Function

Admin/

Owner1

 User Manager2

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

3 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.

Read the articles below for details on how to manage your users with Command Center:

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