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Invite a User to Command Center

Casey
  • Updated

Overview

Command Center provides the ultimate controls to manage your users. Learn how to invite your team's Admins and User Managers to your Command Center. 

🎯Primary Audience: Command Center Customers

Steps

A) Invite a new user

  1. Log in to Proof.
  2. Click the waffle menu in the top left-hand corner to open it > Click Command Center
  3. Click User management from the left-hand navigation panel
  4. Click (upper-right corner)
ℹ️ If you don’t see the User Management tab, you may be assigned a role that limits your access. Contact someone at your company who is a Proof Admin to have your role changed.

B) Select a home organization

Select the organization for your user to be placed. This organization will be the user’s “home organization”. Considerations:

  • If the organization has subsidiaries underneath it, the user will be able to access both their home organization and any of the subsidiaries.
  • If you intend to give this new user access to your Command Center, their home organization must be the root organization.
    • To see which organization is the root, refer to the Company Directory: Click Company Directory at the top of the left-hand navigation panel.

C) Input user details

  1. Type the following information carefully to input your user's details:
    • First name
    • Last name
    • Email address
  2. Select a role
❗Double-check that the email address is correct. This is critical!

D) Access to your Command Center

You can grant Command Center access to User Managers and Admins if the root organization is also their home organization.

ℹ️ If at any point you’d like to change the home organization you selected at the beginning, select ↻ Start over.

E) Send the invitation

Click ! The user you invited will receive an email invitation to join Proof.

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