Assign Verify Agent Permissions for a New or Existing User – Proof Help Center
The article explains how organization owners, admins, and user managers can assign Verify agent permissions to new users during the invitation process or to existing users by editing their roles, provided the organization has Verify enabled, with step-by-step instructions and a summary checklist for both scenarios.
Audience: Organizations
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 the sales team.
If your organization uses Command Center to manage users, refer to the article on inviting 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 inviting a new team member, then:
- 1.Toggle the switch next to This person will perform Verify meetings.
- 2.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:
- 1.Click Users from the navigation panel on the left. If you don't see the panel, click the caret to expand it.
- 2.Click the 3 vertical dots next to the user you want to update.
- 3.Select Edit role & permissions.
- 4.Toggle the switch to ON next to This person will perform Verify meetings.
- 5.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.
If you need further assistance, you can submit a support request or chat with the support team from any page in the app.
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