Designated Administrators in the Proof platform have additional functionality as compared to regular user roles. An Administrator has two additional capabilities that regular users do not have:
1) Administrators can add new users to the law firm account
2) Administrators can see and interact with all of the serves that are in progress
for every user of the law firm.
Every firm can have multiple administrators. To add an additional firm user, a current firm admin can "edit" a law firm account user's profile and set them as an administrator.
To add a firm user, start by clicking on Firm Settings. This will take you to the next screen, where you can manage all users on the firm account, add users (if you're already an admin), or edit a current user's profile. You are looking for the section labeled Actions. Click the three vertical dots and select Edit.
The Actions is the far right-most segment under Users, right below the yellow "Add User" Button. If you have many users, make sure to locate the correct user and then proceed to the Actions segment, where you will locate the three vertical dots.
After you select Edit, click the box next to Administrator to add a blue check mark. Then you need to click the yellow "Update User".
From there, you have an additional admin for your law firm. If you need assistance or have any additional questions, please reach out to support@proofserve.com 🚀