The short answer: Give a new or existing user in your organization access to Defend data. This content is for customers with Defend enabled who have the owner, admin, or user manager role.
If you're interested in Defend, contact your Customer Success Manager (CSM) or our sales team.
How it works
With Defend enabled for your organization, you control which team members can access Defend data. This lets you ensure your team has what they need — and nothing they don't — maintaining privacy for your customers.
Any Proof user in your organization can be granted access to Defend data. When a user has this role, they can see the following in their account:
Assign Defend to a new user
Start with Invite a new team member if you haven't begun the invitation process yet. During the invitation, follow the steps below to allow the new user to view Defend data.
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Toggle the switch next to Access to Defend data to the ON position.
- Select the appropriate option for Will this person notarize documents?
- If yes, read Assign in-house notary permissions for a new user for instructions.
- Select Send invite.
Assign Defend to an existing user
- Select Users from the menu on the left.
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Select the 3 dots to the right of the user's name.
- Select Edit role & permissions.
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Select the switch to ON next to Access to Defend data in the pop-up window that appears.
Summary Checklist
- Requires owner, admin, or user manager role and Defend enabled on your account.
- New user: Toggle Access to Defend data ON during the invitation, then select Send invite.
- Existing user: Users → 3 dots → Edit role & permissions → toggle Access to Defend data ON.
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