Account & Organization Administration – Proof Help Center
The Proof Help Center's Account & Organization Administration section provides detailed guidance on setting up and managing user accounts and organizations, including establishing account owners, creating title agency accounts, allowing signers without accounts, customizing branding, configuring transaction settings, controlling user access, upgrading plans, converting individual accounts to business accounts, referring friends for credits, deleting accounts, and updating notary email addresses.
Set up users and your own account, customize branding, configure organization and default transaction settings, and control user access.
Account Setup for New Users
- Set Up an Account Owner for an Organization: The account owner is the primary contact for the organization.
- Create a Title Agency Account: You can create a free title agency account.
- Allow Signers to Complete Transactions Without an Account: Organizations can allow signers to complete transactions without creating an account.
Account Management
- Your Identity tab on the Proof consumer dashboard: The Identity tab in your Proof account.
- Upgrade from Business Pro to Business Pro+: How to upgrade your plan.
- Convert an individual account to a free business account: Steps to convert your account.
- Refer a Friend and Earn Credits for Notarizations: Earn credits when your friends and family use Proof.
- Delete Your Individual User Account: Individual users can delete their own accounts.
- Update Your Notary Account Email Address: How to update your email address.
User Management
- User Roles and Permissions Overview for Your Organization: Invite colleagues and manage permissions.
- Search and Sort Team Members: Use the Users page to search by name or sort team members.
- Invite a New User: Invite a new admin, team member, or notary.
- Allow In-House Notaries to Accept Calls: Enable in-house notaries to accept calls.
- Assign Defend Fraud Role to a New or Existing User: Assign the Defend Fraud role to users.
- Assign Verify Agent Permissions for a New or Existing User: Assign Verify Agent permissions.
Command Center
- Deactivate a Child Organization in Command Center: Command Center owners and admins can deactivate child organizations.
- Cloning a Child Organization in Command Center: Clone a child organization.
- Command Center Overview: Overview of Command Center features.
- Access Command Center: How to access Command Center.
- Navigate Company Directory in Command Center: Use the Company Directory in Command Center.
- Edit Organization Details in Command Center: Edit organization details.
Organization Management
- Company Structure: Parent and Child Organizations: Information for companies with multiple organizations.
- Notarize Panels for Organizations: Special features for organizations.
- Overflow to the Notarize Network: Use the Notarize Network for overflow.
- Session Timeouts: Session timeout information for all accounts.
- Email reminders for organizations: Two ways to set up email reminders.
- Proof Closing Operations for real estate organizations: Closing Operations tags and prepares documents for real estate transactions.
Default Transaction Settings
- Prevent Changes to Signer's Name on All Transactions: Lock the recipient's name on all outgoing transactions.
- Require a Secondary ID for All Transactions: Require a secondary ID for additional security.
- Set Signature Options for Signers: Set signature options when sending transactions.
- Buffer time for scheduled meetings: Control how early signers can join meetings.
- Allow Signers to Edit Document Fields for All Transactions: Allow signers to edit document fields.
- Add Notary Instructions for All Transactions: Add special instructions for notaries.
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Related
Add a New Command Center User – Proof Help Center
To add a new user to Command Center, Command Center owners, admins, or user managers must go to User Management, select "+ Invite new," choose the user's home organization, enter their details, assign a role (admin or user manager), and send the invitation, after which the user will receive an email to join Proof.
Allow Signers to Complete Transactions Without an Account
Proof allows organizations to enable an auto-login feature—activated by contacting their support or Customer Success Manager—that lets signers complete transactions directly via an emailed link without creating a Proof account, though this applies to all transactions, requires signers to keep links confidential, and may include optional multi-factor authentication for security.
Deactivate or Reactivate an Existing User via Command Center – Proof Help Center
The Proof Command Center allows owners, admins, and user managers in Business Premium and Enterprise organizations to deactivate or reactivate multiple users by selecting them in User Management and choosing the appropriate activate or deactivate option from the toolbar.
Brand Customization Overview – Proof Help Center
Organizations with a Premium or higher Proof account can customize branding elements such as logo, colors, and landing pages visible to customers completing transactions via Proof links or invitations, while certain elements like email wording and signer page layout remain unchangeable, and multi-organization brand management is facilitated through Command Center.
Proof Q3 2026 Product Roadmap
The Proof Q3 2026 Product Roadmap highlights recent launches including Verified Business for trusted organizational profiles, Document Template Application for reusable document tag sets, Risk Decision Summary providing AI-generated risk assessments, and VC Issuance & Presentation API for cryptographically-signed identity verification, with upcoming integration into the Rippling platform to embed identity verification within HR workflows.
Require a Secondary ID for All Transactions – Proof Help Center
Proof's platform allows users to enhance security by requiring signers to provide a secondary form of identification for all transactions, a setting configurable in the transaction settings that applies globally but can be disabled for individual transactions during creation.