Convert an existing team member to an in-house notary

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

This content is for users with the owner, admin, and user manager role in your organization.

How it works

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.

1. Click Users from the navigation panel on the left.
   • If you don't see the panel, click the caret to expand it.
2. Click the 3 vertical dots next to the user you want to update.
   
   
   
3. Select Edit role & permissions.
4. Toggle the switch to ON for "Will this person notarize documents?"
5. Select the notary's state of commission and their language (English, Spanish, or both).
6. Click Save changes.