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You can manage Titan users to control who can access your account, what they can work on, and which actions they can perform.
Titan supports two main user types: Editors and Collaborators.
Editors are users who can work inside Titan. Depending on their assigned permissions and the project type, Editors can create, edit, write, sign, delete, void, and submit.
You can assign the following Editor permissions:
Collaborators are Salesforce users who can start Titan processes from Salesforce. They do not need the same level of access as Editors, as their role focuses on triggering specific Titan actions from Salesforce.
Collaborators can trigger the following Titan processes:
Use Editors when someone needs to build, update, or manage work inside Titan.
Use Collaborators when Salesforce users need to start Titan processes from Salesforce without full editing access in Titan.
Check out these articles for more information on Users:
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