Account & Organization Administration
The "Account & Organization Administration" section provides detailed guidance on setting up users and accounts, customizing branding, configuring organizational and transaction settings, managing user access, and includes specific instructions for new users such as signing up for Business Pro+, establishing an account owner, creating a title agency account, and enabling signers to complete transactions without an account.
Account & Organization Administration
Set up users and your own account, customize branding, configure organization and default transaction settings, control user access
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Account Setup for New Users
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Audience: Organizations
The short answer: New customers can sign up for Bu...
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Set Up an Account Owner for an Organization
Audience: OrganizationsThe short answer: The account owner is the primary con...
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Audience: Everyone
The short answer: You can create a free title ag...
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Allow Signers to Complete Transactions Without an Account
Audience: Organizations
The short answer: You can allow signers t...
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Account Management
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Manage Your Notary Setting in the Business Portal
Audience: OrganizationsThe short answer: Business Pro+ organizations can turn...
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Your Identity Tab on the Proof Consumer Dashboard
Audience: RecipientsThe short answer: The Identity tab in your Proof account ...
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Upgrade from Business Pro to Business Pro+
Audience: OrganizationsThe short answer: If you're on the Business Pro plan, ...
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Convert an individual account to a free business account
Audience: Everyone
The short answer: If you signed up for an individual acco...
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Refer a Friend and Earn Credits for Notarizations
Audience: Everyone
The short answer: When your friends and family u...
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Delete Your Individual User Account
Audience: Everyone
The short answer: Individual users can delete their own a...
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User Management
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User Roles and Permissions Overview for Your Organization
Audience: Organizations
The short answer: Invite your colleagues to...
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Audience: Organizations
The short answer: Use the Users page to search by na...
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Audience: Organizations
The short answer: Invite a new admin, tea...
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Allow In-House Notaries to Accept Calls
Audience: Organizations
The short answer: Once an in-house notary...
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Assign Defend Fraud Role to a New or Existing User
Audience: OrganizationsThe short answer: Give a new or existing user in your ...
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Assign Verify Agent Permissions for a New or Existing User
Audience: Organizations
The short answer: If your organization ha...
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Command Center
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Audience: Organizations
The short answer: Command Center is the cen...
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View and Manage In-House Notaries in Command Center
Audience: Organizations
The short answer: Command Center Owners, Ad...
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Deactivate a Child Organization in Command Center
Audience: OrganizationsThe short answer: Command Center owners and admins can...
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Cloning a Child Organization in Command Center
Audience: Command Center Owners and Administrators
Clone a ch...
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Audience: Organizations
The short answer: Command Center is the c...
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Audience: OrganizationsThe short answer: Here's how to access Command Center ...
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Organization Management
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Export Your Company Directory from Command Center
Audience: Organizations
The short answer: Command Center Owner...
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Company Structure: Parent and Child Organizations
Audience: Organizations
The short answer: If your company has mor...
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Notarize Panels for Organizations
Audience: OrganizationsThe short answer: Notarize Panels are a special featur...
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Overflow to the Notarize Network
Audience: OrganizationsThe short answer: Overflow lets organizations use the ...
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Audience: EveryoneThe short answer: Every Proof account has session timeouts ...
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Email reminders for organizations
Audience: OrganizationsThe short answer: Proof gives organizations two ways t...
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Default Transaction Settings
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Prevent Changes to Signer's Name on All Transactions
Audience: OrganizationsThe short answer: Lock the recipient's name on all out...
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Require a Secondary ID for All Transactions
Audience: OrganizationsThe short answer: For additional security, you can req...
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Set Signature Options for Signers
Audience: Organizations
The short answer: When you send transactions from yo...
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Buffer time for scheduled meetings
Audience: Organizations
The short answer: Buffer time controls how early sig...
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Allow Signers to Edit Document Fields for All Transactions
Audience: Organizations
Audience: NSTs The short answer: If you'd like to a...
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Add Notary Instructions for All Transactions
Audience: Organizations
The short answer: If you have special ins...
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