Users & Roles
Invite teammates, assign roles, manage access, and turn on Multi-factor Authentication.
6 articles
Creating custom roles
→Custom roles let you mix permissions to fit your team's structure. Available on Propel+ (3 max), Middle Market (4 max), and Custom (negotiated). Build by picking individual permission flags. Users on a deleted role need to be reassigned first.
Default roles and what each can do
→SALT ships system-defined roles (Manager, User) plus higher-level access types (Admin and Owner). Pick Manager for senior staff, User for standard agents. Custom roles with custom permission combinations are available on Propel+ and above.
Inviting a user to your agency
→Send an email invitation from your users settings. The invitee clicks the link, sets up their account, and gains access at the role you specified. Invitations expire in 2 weeks; resend any time.
Leaving or removing a user
→Removing a user takes them off the agency and frees their seat. Submissions they owned have their assignment cleared (you'll see them as unassigned). For temporary suspension, disable sign-in instead of removing.
Resetting a forgotten password
→Click "forgot password" from sign-in, enter your email, and SALT sends a reset link. The link is valid for 6 hours. After resetting, you'll need your second factor (Multi-factor Authentication) too — password reset doesn't bypass MFA.
Setting up Multi-factor Authentication
→Multi-factor Authentication (MFA) adds a second verification step to your sign-in. SALT supports authenticator apps as the primary factor and SMS as a backup. You'll get 10 backup codes — save them somewhere safe before you need them.