Set Up an Account Owner for an Organization – Proof Help Center
The article explains how to set up a single primary account owner for a Proof organization account—who has full admin rights and receives mandatory transaction notifications—by logging in with temporary credentials, updating personal and security information including multi-factor authentication, and provides a checklist and support options for assistance.
How It Works
Owners have the same rights as admins but serve as the primary account contact 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 for child accounts linked to a parent account.
The account owner's email address receives a notification whenever a transaction is completed. These notifications cannot be turned off — choose an actively monitored email address so you don't miss important updates.
Establish the Account Owner
Use the instructions below to establish the account owner for your organization's Proof account.
- 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 Account information.
- 4.Provide the requested information (name, email address, etc.).
- 5.Click Save changes.
- 6.Type or paste the temporary password in the Current password box under the Password section.
- 7.Type a new password.
- 8.Click Save changes.
- 9.Toggle Multi-factor authentication on and choose your preferred method for additional security.
- 10.Click Save changes.
Summary Checklist
- Log in with your temporary CSM credentials
- Update your name, email, and password on the Account Information tab
- Enable multi-factor authentication and save
If you are still unsure, the support team is available to help. You can submit a support request or chat with them from any page in the app.