Set Up an Account Owner for an Organization

The short answer: The account owner is the primary contact for all matters including billing. Use the steps below to establish your owner credentials after receiving temporary login credentials from your Customer Success Manager.

If you want to assign an existing user as account owner, see Search and Sort Team Members. If you have Command Center, read Add a New Command Center User.

How It Works

Owners have the same rights as admins but serve as the primary account contact for all matters, including billing.

• Accounts can have multiple admins but only one owner.
• An owner is required for every account or parent account, but not for child accounts linked to a parent account.

Establish the Account Owner

Use the instructions below to establish the account owner for your organization's Proof account.

1. Log in to your Proof account using the temporary credentials sent by your Customer Success Manager (CSM).
2. Click your initials in the upper right corner.
3. Select Account information.
4. Provide the requested information (name, email address, etc.).
5. Click Save changes.
6. Type or paste the temporary password in the Current password box under the Password section.
7. Type a new password.
8. Click Save changes.
9. Toggle Multi-factor authentication on and choose your preferred method for additional security.
10. Click Save changes.

Summary Checklist

• Log in with your temporary CSM credentials
• Update your name, email, and password on the Account Information tab
• Enable multi-factor authentication and save

Updated May 18, 2026 15:00