Invite a new team member or in-house notary

Add a new admin, team member, or in-house notary (IHN) to your organization's Proof account. If you want to edit permissions for an existing team member, review Manage your team.

For Command Center users, read Invite new team members via Command Center instead.

The options shown below may be different from your account depending on your subscription.

Who this is for

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

Invite new members

Use the steps below to invite a new admin, team member, or 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 +Invite New in the upper right corner.
3. Provide the full name and email address of the new team member.
   
4. Select the desired role for this user from the Role dropdown.
   • If you're inviting an in-house notary, toggle the switch next to Will this person notarize documents? to the ON position. Follow the prompts to complete their invitation.
     
   • If you'd like the new member to have access to Defend, toggle the switch next to Access to Defend to the ON position.
5. Click Send invite.

The new user receives an email to set up their account, and team members can send transactions through Proof.