Invite a New User

The short answer: Invite a new admin, team member, or in-house notary from the Users page. They'll receive an email to set up their account once the invitation is sent. Available options may vary depending on your subscription.

Invite a New User

If you manage multiple organizations, switch to the correct organization before inviting new users.

1. Select Users from the left navigation panel.
2. Select +Invite new in the upper right corner.
3. Enter the new team member's full name and email address.
4. Select the desired role from the Role dropdown.
5. Configure any additional permissions as needed:
   • Assign Proof Defend role for a new user
   • Assign in-house notary permissions for a new user
   • Assign Verify agent permissions for a new user
6. Select Send Invite.

The new user receives an email to set up their account.

Summary Checklist

• If you manage multiple organizations, switch to the correct one first.
• Go to Users and select +Invite new.
• Enter the user's name and email, then select their role.
• Configure any Proof Defend, in-house notary, or Verify permissions if needed.
• Select Send Invite — the new user receives a setup email.

Updated April 30, 2026 14:16