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Adding New Users In ProofHQ

New users

You can add new users to your ProofHQ account in four different ways: When you add a new user they will receive an email notification with their username (their email address) and a temporary password. The email contains a confirmation link which they need to click to activate their account. Once they're logged into their account, they can change their password at any time.

If they lose their email, account Administrators can manually activate their account or re-invite them in the Users tab within Account settings.

You must have administrator rights in the account to add new users. For information about user profiles please see User profiles and permissions.

NOTE We do not recommend adding third parties to your own account. You can create Satellite accounts for your collaborators.

Adding a user via the New menu

To add a user via the New menu:

  • Click on the dropdown arrow next to the New Proof button (1)
  • Select New user from the menu (2)
  • The New user pop-up displays (see below)

 Users_-_Adding_a_user_via_the_New_menu.png

Adding a user via Account settings

To add a new user via Account settings:

  • Go to Account settings
  • Click the New user button (1)
  • The New user pop-up displays (see below)

 New_user_-_Adding_a_user_via_Account_settings.png

Adding a user via the Contacts page

To add a new user via the Contacts page:

 New_user_via_contacts.png

Converting a guest to a user

To convert a guest to a user:

  • Go to the Contacts page
  • Open your guest's Actions menu (1)
  • Choose Convert to user (2)
  • The New user pop-up displays

 Convert_to_user.png

The New user pop-up

On the New user pop-up you can enter information about the new user. The page consists of five sections:

  • Personal details (1) - in this section you can enter all the details about the user's ProofHQ profile
  • User details (2) - here you can enter the address and contact detail of the new user
  • Default proof settings (3) - in this section you can choose default settings for user's proofs and default proof role
  • Default email alerts (4) - in this section you can choose default email alerts for the user
  • Default message settings (5) - in this section you can create a custom message to be added to the email notification when this user creates a proof

Once you've populated the page, click the Save button to add the new user to your account. 

Add_New_User.png

Who counts towards your user limit?

Adding a new user to your account will count towards your user limit.

If you add somebody to a proof only (i.e. you do not add them as a user in your account), they will have a Guest profile. This does NOT count towards your user limit. 

Therefore you can add as many people as you like to proofs as Guests without increasing the number of users in your account.