The account owner is typically the person who creates the account. Owners have the same rights as admins, but the owner is the primary contact on the account 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 child accounts linked to a parent account.
If you want to assign an existing user as an account owner, check Edit or Disable Team Members for instructions.
If you have Command Center, read Add a New Command Center User.
Use the instructions below to establish the account owner for your organization account with Proof.
- Log in to your Proof account using the temporary credentials sent by your Customer Success Manager (CSM).
- Click your initials in the upper right corner.
- Select Manage my account.
- Update your login credentials on the Overview tab.
- Provide the requested information (name, email address, etc.).
- This email address is designated as the Account Owner email and will receive all completed transactions sent from your account.
- Click Save changes.
- Type or paste the temporary password in Current password box under the Password section.
- Type a new password.
- Click Save changes.
- Toggle Multi-factor authentication on and choose your preferred method for additional security.
- Click Save changes.