Assigning an Account Manager

This article is intended to assist you on how to assign an Account Manager to a Client.

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

GoProof Client Dropdown

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.

GoProof Add User

Step 9.
Set the User role to Account Manager and click OK.