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User roles and permissions overview for your organization

  • Updated

Invite your colleagues to join your team in Proof while making sure they're getting the appropriate role and access. Most permissions are built into the role, but access to certain features can be granted separately (see Special permissions below).

If you're looking for information about users in Command Center, read User roles in Command Center.

Roles

When adding new members to your account, choose:

  • Admin
  • Team member
  • Sender
  • Tech support
  • User manager
  • Mortgage closing reviewer (real estate only)

If you're unsure which to select for each member, refer to the table below for details about permissions to ensure you're giving appropriate access to each member of your team. 

  Admin Team member Sender1 Tech support1 User manager1 Mortgage closing reviewer
Edit account name, branding, billing ✅          
Manage API keys and integrations ✅          
Team security (login requirements, etc.) ✅     ✅    
Send and edit their own new transactions ✅ ✅ ✅      
Create and manage EasyLinks ✅ ✅        
Send EasyLinks ✅ ✅ ✅      
Create and manage templates ✅ ✅ Send only Create & edit    
Manage other users ✅ View only     ✅  
Interact with transactions created by others2 View & edit View & edit       View only

1 Sender, tech support, and user manager roles are only available to organizations in Premium or Enterprise tiers.

2 This setting can be configured at the account level to reduce access if desired.

Special permissions

You can also grant access to special permissions depending on the user and your subscription. Read more about each type below.

  • In-house notary: In-house notaries, sometimes called IHNs, are your employees who are also commissioned notaries. IHNs can notarize documents for your customers. You can also enable overflow to allow on-demand notaries to conduct notarizations if your in-house notaries are not available. Read Overflow to the Notarize Network for more information. 
  • Defend: Team members with access to Defend can see more details about a recipient's identity and personal information.

Read Invite a new team member or in-house notary for instructions on adding a new in-house notary to your team or giving a new member Defend access.

Contacting support about transactions

If someone in your organization needs assistance with a transaction or closing, they must be a contact on the transaction or have an account linked to that transaction to receive support from Proof's Customer Support team. 

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