User Management

User Roles and Permissions Overview for Your Organization
Audience: Organizations The short answer: Invite your colleagues to...
Search and Sort Team Members
Audience: Organizations The short answer: Use the Users page to search by na...
Invite a New User
Audience: Organizations The short answer: Invite a new admin, tea...
Allow In-House Notaries to Accept Calls
Audience: Organizations The short answer: Once an in-house notary...
Assign Defend Fraud Role to a New or Existing User
Audience: OrganizationsThe short answer: Give a new or existing user in your ...
Assign Verify Agent Permissions for a New or Existing User
Audience: Organizations The short answer: If your organization ha...
Assign In-House Notary Permissions for a New or Existing User
Audience: OrganizationsThe short answer: Here's how to assign in-house notary...
Deactivate an Existing User's Account
Audience: OrganizationsThe short answer: Here's how to deactivate team member...
Resend or Revoke a User Invitation
Audience: Organizations The short answer: From the Users page, click the 3-d...
Transfer Account Ownership to Existing Team Member
Audience: OrganizationsThe short answer: Every account requires an owner — ac...

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