Users, Team Members, Roles & Grants
Last updated
Last updated
Every user of Proofdesk has their own account linked to their chosen email address and password.
When you first set up your account you'll be asked to configure 2FA with an authentication app. This keeps your account secure, as well as any that you manage.
You can then be invited to an organisation as a or create your own organisations.
A team member refers to any that has been given access to your . You can invite any number of users to join your organisation, and users can belong to multiple organisations at the same time.
When you invite someone, you do so with their email address. They will then receive an invitation email which allows them to create a user account. If they already have a user account, their existing account will be linked when the invitation is accepted.
In the event you need to terminate a user's access to your information, you can do so by removing them from your organisation.
Every within your is assigned a Role, which is a list of that outline what that member can see and do within your organisation.
You can create as many roles as necessary to suit your organisation and change a member's role at any time.
can be assigned a list of grants which represent permission to do a certain action, or see certain data in the .