Sharing a Proof workspace makes it easy to collaborate on serves, view progress, consolidate billing, share payment methods, and more!
Existing Proof users can invite anyone to their team for free. If you are looking to join an existing firm, forward this article to your teammate!
Step-by-Step Guide: How to Invite a Colleague
Have an existing teammate log in to Proof at app.proofserve.com.
They can send an invite in 2 ways:
Click Invite in the bottom-left corner of the app, or
Go to Firm Settings and click Add User in the top-right corner
3. Enter your teammates email and send the invite
4. Accept the invitation
An email will be sent to your colleague to join the team
After accepting, they can finish setting up their account and create a password
Once completed, they’ll have access to your firm’s account
Permissions
Note: if you do not want teammates to see each other's jobs, head to firm settings, then organization settings, and check off "Disallow users in your firms from seeing each other's jobs"
Need help?
Reach out to support@proofserve.com.