This article is intended to guide you on how to add, remove or modify users.
1. Navigate to the Users page by clicking on your name in the top right corner and then select Users
Adding Users:
1. Click on the Add a user button
2. Enter the users details (please see below for roles). Once completed click Add.
Guest
Can view projects they are added to. This role is typically assigned to a client or stakeholder.
Member
Can view and contribute to a project. This user is typically used and referred to as a Proof Sender or Designer and required for Account Managers. This role requires a license.
Admin
The same permissions as a Member but can also manage projects and users. This role requires a license.
Reviewer
Can view proofs they are assigned to and give feedback.
The new user will now receive a system generated email which includes a link to set up their password.
Removing Users:
1. Click on the ellipsis on the row of the user you wish to remove/expire.
2. Click on Expire
3. Click on Expire in the popup
Modifying Users:
1. Click on the ellipsis on the row of the user you wish to modify.
2. Click on View Profile
3. Here by clicking on each item you can modify the users:
1. Name
2. Email
3. Phone Numbers
4. Notification Settings
5. Send a password reset email
6. GoProof appearance settings
