Add or Remove Real Estate Team Members

Overview

If you are the admin or owner of an account, you can add or remove new team members, make someone an owner or admin, and manage permissions. Select a link below to jump to that section.

1. Invite new team members
2. Remove team members
3. Assign an Account Owner

🎯Primary Audience: Title Agents & Lenders

Adding colleagues to join your company's Proof account lets your team keep all transactions in one central location. Each member can create and send transactions and access completed transactions, including transactions created by other team members. This allows for ease of access to all of your company's closings!

Unsure about which permissions to grant your team members? Read What Roles Should I Assign My Team Members in My Real Estate Account?

Invite New Team Members

1. Log in to your Proof account.
2. Click Team members from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. On the left of the new page that appears, click Invite New.
4. Type the new member's first name, last name, and email address in the Invite a New Member pop-up window that appears.
5. Select the member's role from the dropdown menu:
6. Click Send Invite

At this point, the new team member receives an email from noreply@proof.com prompting them to create a password for their account. Once they have done so, their user name moves from the Pending tab to Active, and your colleague may start sending transactions from your account.

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Remove Team Members

1. Log in to your Proof account.
2. Click Team members from the navigation panel on the left.
3. Select the kebab menu (3 dots) next to the member you want to remove.
4. Click Disable.

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Assign an Account Owner

1. Log in to your Proof account.
2. Click Team members from the navigation panel on the left.
3. Find the team member from the list that appears. (This is the team member who will become the owner.)
4. Select the kebab menu (3 dots) next to the new owner's name.
5. Select Edit role & permissions from the menu that appears.
6. Select Owner from the dropdown menu in the Edit Permissions window that appears.
7. Click Save Changes.

Rules for changing the owner

• Only a current admin on the account can assign a new owner.
• Accounts can have multiple admins but only one owner.
• An owner is required for every account or parent account.
• An owner is not required for child accounts linked to a parent account.

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