Managing Company Settings as a GoProof Admin

As an Admin, you control settings that apply to your entire company. These settings determine how users create, manage and interact with projects, proofs and tasks.

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To access the Company Settings...

1. click on your Profile name (top-right corner) when logged into your account,
2. select any of the My Account options,
3. go to the Company Settings tab.

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Company Type

• ‍‍Switch To ‘Teams’ For In-house

Switch your company to Teams mode for internal collaboration. When enabled, all instances of the system term ‘Clients’ automatically change to ‘Teams’.

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Create New Items

• ‍‍Allowed To Create A Job.

Enable this setting to allow Members to create new jobs and where creatives can upload their work into for proofing.

• Allowed To Create A Proof

Enable this setting to allow Members to create proofs for review.

• Allowed To Create A Task

Enable this setting to allow Members to create tasks for themselves or other Project members.

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Proofing

• Make All Proofs Confidential

Enable this setting to require collaborators to enter a password before they can view any proofs you sent to them.

• Check URLs In Proof And Add As Checklist

Enable this setting to automatically check all links in proofs and add them to a checklist for review.

• Show Checklist On Proof Load

Enable this setting to display the checklist immediately when a proof opens.

• Require Checklist Completion For “Request Changes”

Enable this setting to require Gatekeepers to complete the checklist before requesting changes/sending the proof back to the proof sender.

• Require Checklist Completion For “Approve”

Enable this setting to require Gatekeepers to complete the checklist before approving a proof.

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To learn more about creating checklists that your proof senders can attach to their proofs, visit this link for detailed guidance.

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Notifications

• ‍‍Make project activity notifications default on

Enable this setting to automatically subscribe newly added Project Members and/or Guests to any activity within that project.

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Channels‍

• Enable channels on proof send from Addon

Enable this setting to allow Proof senders to send proofs via channels directly from the GoProof extension.

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Here is the link to learn more about the Channels feature.

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Manager Mode‍

• Make ‘Save Draft’ The Primary Button

Enable this setting to prioritise the “Save Draft” button as the main action instead of sending a proof directly to the collaborators.

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Here is the link to learn more about sending proofs to the Manager.

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Management

• ‍‍Allow only admins to create Client

Enable this setting to restrict Client/Teams creation to Admin users only.

• Allow only admins to create Project

Enable this setting to restrict Project creation to Admin users only.

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Attachment Rules

• ‍‍‍‍Enable comment attachments meet minimum quality standards

Enable this setting to make sure that all attachments in comments and replies meet defined quality standards.

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