Manage Your Real Estate Team Members — Add, Remove, Search, Sort

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
4. Search and Sort Users

🎯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 Users from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Click +Invite New in the upper right corner.
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 status updates accordingly.

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Revoke an Invitation

You also have the option to revoke an invitation if a user has been invited but not yet created their account. They will still have the email in their inbox, but the link will no longer work for them to create an account.

1. Log in to your Proof account.
2. Click Users from the navigation panel on the left.
3. Click the kebab menu (3 dots) next to the member whose invitation you want to revoke.
4. Select Revoke Invitation from the menu that appears.
5. Click the Revoke button on the pop-up window that appears to confirm.

A confirmation appears at the top of the page and the user is removed from the list.

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Remove Team Members

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

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Assign an Account Owner

1. Log in to your Proof account.
2. Click Users 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.
• An owner is not required for child accounts linked to a parent account.

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Search and Sort Users

1. Click Users from the navigation panel on the left in your Proof account.
2. From within this page, you can:
   • Search: Use the search box to filter by name or email.

   • Filter: Use the dropdown menus at the top of the page and check the boxes next to the users you'd like to see by status, role, or notary capacity.
     

   • Sort: Click the up or down arrows next to the names of the columns to sort by that column.
     

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