Assign Defend Fraud Role to a New or Existing User
This guide instructs organization owners, admins, or user managers on how to grant new or existing users access to Defend data—allowing them to view the Identities Dashboard and timeline—by toggling the "Access to Defend data" option during user invitation or via editing roles and permissions for existing users, provided Defend is enabled on the account.
Audience: Organizations
This guide explains how to give a new or existing user in your organization access to Defend data. It is intended for customers with Defend enabled who have the owner, admin, or user manager role.
How it works
With Defend enabled, you control which team members can access Defend data, ensuring 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:
- Identities Dashboard
- Identity timeline
Assign Defend to a new user
If you haven't started the invitation process, begin with inviting a new team member. During the invitation, follow these steps to allow the new user to view Defend data:
- 1.Toggle the switch next to Access to Defend data to the ON position.
- 2.Select the appropriate option for Will this person notarize documents?
- If yes, refer to instructions for assigning in-house notary permissions for a new user.
- 3.Select Send invite.
Assign Defend to an existing user
- 1.Select Users from the menu on the left.
- 2.Select the 3 dots to the right of the user's name.
- 3.Select Edit role & permissions.
- 4.In the pop-up window, toggle Access to Defend data to ON.
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.
If you are still unsure, contact Proof Support for help.
Related
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