User Roles in Command Center
In Command Center, the Owner has full unrestricted access including transferring ownership, Admins have full access except ownership transfer and can manage users and transactions, while User Managers (Enterprise only) can only view and manage users without access to transaction data or promoting users.
What can each role do in Command Center?
As a Command Center Owner or Admin, you have full control over your organization — from managing users to sending transactions. If you're a User Manager, your access is focused on users only; you won't see transaction data or be able to promote anyone to a higher role.
For information about organizational user roles outside of Command Center, see the User Roles Overview for Your Organization.
User role definitions
There are three roles available in Command Center:
- Owner: Full access with no restrictions. Can do everything an Admin can do, plus transfer the Owner role. Each organization can only have one Owner.
- Admin: Full access to all features, including inviting new Admins and managing transactions. An organization can have multiple Admins.
- User Manager (Enterprise plans only): Can view and manage users only. Cannot access transaction data, promote users to Admin, or replace the Owner.
Role permissions at a glance
A ✅ means that role can perform that action.
Account-Level Settings
- Manage account-level settings: Admin/Owner ✅ | User Manager
- Create and manage API keys: Admin/Owner ✅ | User Manager
User Management
- View organization users: Admin/Owner ✅ | User Manager ✅
- Manage organization users: Admin/Owner ✅ | User Manager ✅
- Deactivate an Admin user: Admin/Owner ✅ | User Manager ✅
- Invite or promote to Admin: Admin/Owner ✅ | User Manager
- Replace the Owner: Admin/Owner ✅ | User Manager
- View and manage in-house notaries†: Admin/Owner ✅ | User Manager ✅
Send & Manage
- Send and manage transactions: Admin/Owner ✅ | User Manager
- View and export transaction data: Admin/Owner ✅ | User Manager
- View high-privilege data (PII, meeting video): Admin/Owner ✅ | User Manager
- View Identity tab on individual transactions: Admin/Owner ✅ | User Manager
EasyLinks, Referrals, and Templates
- Use EasyLinks, Referrals, and Templates: Admin/Owner ✅ | User Manager
- Manage EasyLinks, Referrals, and Templates (create, edit, delete): Admin/Owner ✅ | User Manager
Meetings
- Access the Meetings tab‡: Admin/Owner ✅ | User Manager
† In-house notaries must be enabled for the organization, and the user must be a notary.
‡ The user must be a notary to access the Meetings tab.
Manage your users
- Invite new team members via Command Center
- Add a new Command Center user
- Deactivate an existing user via Command Center
- Grant an existing user access to Command Center
- Export user data from Command Center
Summary Checklist
- Owner and Admin roles have full access to all features, including transactions, settings, and user management.
- The User Manager role is limited to user-related actions only — no transaction data, and no ability to promote other users.
- The User Manager role is only available on Enterprise plans.
- Each organization can only have one Owner, but can have multiple Admins.
If you need help managing users in your organization, contact your Customer Success Manager (CSM) or contact Sales if you're interested in Command Center.
Related
Grant an Existing User Access to Command Center – Proof Help Center
To grant an existing user access to Command Center, which is available only to Business Premium and Enterprise customers whose root and home organizations match, Command Center owners, admins, or user managers must go to User Management, find the user, edit their role and permissions, toggle the Access to Command Center option ON, and save the changes.
Add a New Command Center User – Proof Help Center
To add a new user to Command Center, Command Center owners, admins, or user managers must go to User Management, select "+ Invite new," choose the user's home organization, enter their details, assign a role (admin or user manager), and send the invitation, after which the user will receive an email to join Proof.
Deactivate or Reactivate an Existing User via Command Center – Proof Help Center
The Proof Command Center allows owners, admins, and user managers in Business Premium and Enterprise organizations to deactivate or reactivate multiple users by selecting them in User Management and choosing the appropriate activate or deactivate option from the toolbar.
Account & Organization Administration – Proof Help Center
The Proof Help Center's Account & Organization Administration section provides detailed guidance on setting up and managing user accounts and organizations, including establishing account owners, creating title agency accounts, allowing signers without accounts, customizing branding, configuring transaction settings, controlling user access, upgrading plans, converting individual accounts to business accounts, referring friends for credits, deleting accounts, and updating notary email addresses.
Command Center Overview – Proof Help Center
Command Center is a centralized management platform for Proof owners and administrators to oversee users, organizations (including subsidiaries), corporate policies, authentication, access control, security, and settings at scale, featuring a Home dashboard, Company Directory with organizational hierarchy and export/clone options, User Management for role-based access and bulk user actions, Cost Centers for linking transactions to accounting records, and enhanced Security controls tied to verified company domains.
Selecting a Cost Center for a New Transaction – Proof Help Center
The article explains how Business Premium and Enterprise users with Command Center enabled can assign a cost center to a new transaction by accessing the cost center field under Additional details, searching by name or number with partial matches, and selecting the appropriate cost center to organize transactions by department, project, or budget category.