The short answer: Here's how to assign in-house notary permissions when inviting a new team member, or how to convert an existing user to an in-house notary. This is available to users with the Owner, Admin, or User Manager role.
If you use Command Center, read Invite new team members via Command Center instead.
Invite a new in-house notary
When you invite a new team member, here's how to enable them to perform notarizations on the Proof platform.
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Toggle the switch next to Will this person notarize documents? to the ON position.
- Select the state by which the notary is commissioned from the dropdown menu.
- Check the box next to the languages that the notary speaks fluently.
- Select Send invite.
The new user receives an email to set up their account. Your team member can read Create an In-House Notary Account for instructions on setting up their Proof notary profile.
Convert an existing user to an in-house notary
Here's how to update an existing user's permissions so they can perform notarizations.
- Select Users from the navigation panel on the left.
- If you don't see the panel, select the caret to expand it.
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Select the 3 vertical dots next to the user you want to update.
- Select Edit role & permissions.
- Toggle the switch to ON for "Will this person notarize documents?"
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Select the notary's state of commission.
- Select Save changes.
A link appears in the dashboard of the converted user inviting them to create an in-house notary account.
Summary Checklist
- You are an Owner, Admin, or User Manager on the account.
- Toggle Will this person notarize documents? to ON and select their commission state.
- Direct your new notary to Create an In-House Notary Account to complete their profile setup.
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