Set up an account owner for an organization

The account owner is typically the person who creates the account. If you want to assign an existing user as an account owner, check Search and sort team members for instructions. 

If you have Command Center, read Add a new Command Center user.

Who this is for

This content is for new users who will be the Proof account owner for an organization.

How it works

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.

The account owner's email address will receive notifications whenever a transaction is completed. These notifications help keep you in the loop, and they can't be turned off. We recommend choosing an email address that's actively monitored so you don't miss any important updates.

Establish the account owner

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

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 Manage my account.
4. Update your login credentials on the Overview tab.
5. Provide the requested information (name, email address, etc.).
6. Click Save changes.
7. Type or paste the temporary password in Current password box under the Password section.
8. Type a new password.
9. Click Save changes.
10. Toggle Multi-factor authentication on and choose your preferred method for additional security.
11. Click Save changes.