User Management
- User roles overview for your organization
- Invite a new team member or in-house notary
- Resend a new user's invitation
- Search and sort team members
- Transfer account ownership to existing team member
- Remove existing team members
Brand Customization
- Brand customization overview
- Change your brand name
- Add and manage your logo
- Change your brand colors
- Add custom text to your signer landing page
- Change the video background for notary meetings
Account Setup for New Users
Account Management
- Convert an individual account to a free business account
- Refer a friend and earn credits for notarizations
- Delete your individual user account
- Change your Proof profile name
- Reset your Proof password
- Set up multi-factor authentication methods for your account
Organization Settings & Tools
- Company structure in Proof
- Place an Order Settings for Title Agents
- Notary Panels for organizations
- Overflow to the Notarize Network
- Multi-factor authentication (MFA)
- Email reminders for organizations
Transaction Settings
- Prevent changes to signers name on all transactions
- Require secondary form of identification for all transactions
- Choose signer signature options
- Buffer Time for scheduled meetings
- Allow signers to edit document fields for all transactions
- Add Notary Instructions for all transactions
Command Center
- Edit organization details in Command Center
- Bulk User Management via Command Center
- Deactivate an Existing User via Command Center
- Invite New Team Members via Command Center
- Single Sign-On (SSO)
- Command Center Overview