Users and roles
Admin, librarian, and seller access — who can see advocates and who can change the library.
Roles keep advocate data in the right hands. Most people should sell with ProvenTen, not administer it.
Default roles
- Admin — users, SSO, integrations, billing, and workspace settings.
- Librarian — create and update references, advocates, and consent. No billing or identity settings.
- Seller — match, request, and use approved proof. Cannot export the advocate list.
Good practice
- Keep Admin to a named few. “Everyone is admin” is how consent gets bypassed.
- Give enablement or sales ops Librarian, not Admin, unless they also own security.
- Review the user list when people leave. Remove access the same day.
Related guides
- Invite your team
Add sales, marketing, and admins with the right level of access from day one.
- SSO and MFA
Sign in with SSO (single sign-on), require MFA (also called 2FA), and map groups to ProvenTen roles.
- Workspace settings
Company name, defaults, sharing, and the switches that affect every seller.