How do I add users to a client and change their role?

How do I add users to a client and change their role?

This article is intended to guide you through adding users to a client and changing a user’s role for a client.

1. Sign Into the GoProof

2. From the dashboard or top menu bar select Clients

3. Click on the Dropdown menu next to the client’s name and select Users

GoProof Selecting Users

4. Click Add User

GoProof Selecting Add Users

5. Select the users you wish to add from the menu and click Add, or press New User and add the additional user’s details.

GoProof Selecting who to add

6. To change the user’s role, press the Dropdown menu next to there name and click Change Users Roles

GoProof Selecting the users role

7. Tick the box next to the correct role and click OK to apply the changes

GoProof Select the users role

That’s It! The user role has now been set.