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Users

New Users

You can add new users to your ProofHQ account in two ways:

When you add a new user they will receive an email 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.  They can change their password at any time.

If they lose the email, administrators can manually activate the user account or reinvite the user in the User tab within Account Settings.

Note: For information about user profiles, see Profiles & Permissions. 

Setting up a new user in Account Settings

To add a new user in Account Settings:

  1. Go to Account Settings in the Sidebar

  2. Click New User at the top of the page (this can be done in any tab)

  3. On the New User page enter details of the new user and click Save


 

Setting up a new user in Contacts

To add a new user in Contacts: 

  1. Go to Contacts in the Sidebar

  2. Click New Contact at the top of the page

  3. On the New Contact page select the add as a colleague in my Account option

  4. Enter details of the New User and click Save


  

Activating Users

To activate a user or users:
  • Go to the Users tab in Account Settings 

  • Select the tick box of the relevant user(s)

  • Click Activate at the top of the page

  • A pop up window will appear - confirm you want to activate the user(s)
 
 

Deactivating Users

To deactivate a user or users:
  • Go to the Users tab in Account Settings
  • Select the tick box of the relevant user(s)
  • Click Deactivate at the top of the page
  • A pop up window will appear - confirm you want to deactivate the user(s)

Reinviting Users

To reinvite a user or users (e.g. if they deleted the confirmation email by mistake):
  • Go to the Users tab in Account Settings
  • Select the tick box of the relevant user(s)
  • Click Reinvite at the top of the page
  • A pop up window will appear - confirm you want to reinvite the user(s)
 
 

Reseting a User's Password

To reset a user's password:
  • Go to the Users tab in Account Settings
  • Select the tick box of the relevant user(s)
  • Click Reset password at the top of the page
  • A pop up window will appear - confirm you want to change the user's password
  • The user(s) will then receive an email with a link to follow to change their password

 

Deleting a User

To delete a user or users:
  • Go to the Users tab in Account Settings
  • Select the tick box of the relevant user(s)
  • Click Delete at the top of the page
  • A pop up window will appear - confirm you want to delete the user(s)
Note: Only Creators, Billing Administrators and Administrators can delete a user and this can only be done from within Account Settings (see Profiles & Permissions)
 

 
Alternatively you can delete a user as follows:
  • Go to the Users tab in Account Settings
  • Click on the arrow to the right of the relevant user
  • Choose to Delete user

 

Editing user details

To edit the details of a user:
  • Go to the Users tab in Account Settings
  • Click on the arrow to the right of the relevant user
  • Choose to view user details
  • You will then be able to edit the details in the Settings and Proofing default tabs

Who counts towards your user limit?

If you add somebody to your account with any of the following profiles they will count towards the user limit in your account:
If you add a person 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 a proof as Guests without using up the user limit on your account.