Users and roles
Choose Admin, Librarian, or Seller access so it is clear who can see advocates, who can change the library, and who can only use proof in a live deal.
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
Invite sales, marketing, and workspace admins with the right role from day one, so advocate data stays limited to the people on your team who need it.
- SSO and MFA
Sign in with SSO (single sign-on), require MFA (also called 2FA), and map your identity-provider groups to the ProvenTen roles your team members should have.
- Workspace settings
Set the company name, time zone, language, and sharing defaults, plus the workspace switches that change how every seller works day to day in ProvenTen.