Search and Sort Team Members – Proof Help Center
The Proof Help Center explains how to find users in your organization by clicking "Users" in the navigation panel, then using the search box to filter by name or email, applying dropdown filters to narrow results by status, role, or notary capacity, and sorting columns by clicking the arrows next to column names, with support available via request or chat if needed.
Find Users in Your Organization
To search, filter, and sort users in your organization, follow these steps:
- 1.Click Users from the navigation panel on the left in your Proof account.
- 2.On this page, you can:
- Search: Use the search box to filter by name or email.
- Filter: Use the dropdown menus at the top of the page and check the boxes next to the users you'd like to see by status, role, or notary capacity.
- Sort: Click the up or down arrows next to a column name to sort by that column.
Summary Checklist
- Click Users from the navigation panel on the left.
- Use the search box to find a user by name or email.
- Use the dropdown filters to narrow by status, role, or notary capacity, or click column arrows to sort.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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Account & Organization Administration – Proof Help Center
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Grant an Existing User Access to Command Center – Proof Help Center
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User Roles and Permissions Overview
The document outlines the different user roles available in Proof—Admin, Team member, Sender, Tech support, User manager, and Limited—detailing their specific permissions such as managing account settings, sending and editing transactions, creating templates, managing users, and accessing specialized data, with certain roles and features restricted to Premium or Enterprise tiers or Defend customers.
User Roles in Command Center
In Command Center, the Owner has full unrestricted access including transferring ownership, Admins have full access except ownership transfer and can manage users and transactions, while User Managers (Enterprise only) can only view and manage users without access to transaction data or promoting users.
Transfer Account Ownership to Existing Team Member – Proof Help Center
The Proof Help Center article explains that only current owners and admins can transfer account ownership to an existing team member by navigating to Users, selecting the member's options, editing their role to Owner, and saving changes, after which the previous owner becomes an admin automatically.