You can add the notary role to an existing team member in the Users section of your account.
If you'd like to invite a new user as a notary, read Invite a new team member or in-house notary.
Who this is for
Any user in your organization with an owner or admin role and notaries sourcing transactions (NSTs) can perform the actions described below.
What to expect
A link appears in the dashboard of the converted user inviting them to create an in-house notary account.
Convert team member to in-house notary
Log in to your Proof account to complete the steps below.
- Click Users from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Click 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?"
- Select the notary's state of commission and their language (English, Spanish, or both).
- Click Save changes.