Audience: Organizations
The short answer: If your organization has Verify enabled, owners, admins, and user managers can assign Verify agent permissions when inviting a new user or by editing an existing user's role. If you're interested in Verify, contact your Customer Success Manager (CSM) or reach out to our sales team.
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If your organization uses Command Center to manage users, read Invite new team members via Command Center instead.
Make a New User a Verify Agent
To assign Verify agent permissions while inviting a new user, first complete the steps in Invite a new team member, then:
- Toggle the switch next to This person will perform Verify meetings.
- Click Send invite.
Make an Existing User a Verify Agent
To assign Verify agent permissions to a user who already has an account, follow these steps:
- Click Users from the navigation panel on the left. If you don't see the panel, click the caret to expand it.
- Click the 3 vertical dots next to the user you want to update.
- Select Edit role & permissions.
- Toggle the switch to ON next to This person will perform Verify meetings.
- Click Save changes.
Summary Checklist
- Confirm your organization has Verify enabled.
- For a new user: toggle Verify agent permissions during the invitation flow, then click Send invite.
- For an existing user: open their 3-dot menu, select Edit role & permissions, enable the toggle, and save.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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