Note: The Account Manager user requires an Active GoProof license.
Step 1.
Login to GoProof
Step 2.
Click on Clients.
Step 3.
Click on the dropdown arrow on the client you want to assign the Account manager to.
Step 3.
From the menu click Users
Step 4.
If the user is already added to the client, click on the dropdown arrow on the user’s name.
If the user has not already been added to the client, skip to Step 7.
Step 5.
Click Change User Role
Step 6.
Set the User role to Account Manager and click OK.
Step 7.
Click Add User.
Step 8.
Select the new user from the user list and click Add.
Step 9.
Set the User role to Account Manager and click OK.