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Setup Account & Dashboard
Setup Account & Dashboard

How to take the first steps to set up your Proof account and dashboard

Updated over a week ago

Once you've worked with our Sales team to sign up for our platform, you should receive an email from the Proof team prompting you to finish setting up your account. Please note: Users cannot sign up for Proof platform on their own without working with our Sales & Customer Success teams.

Already set up your account? Skip to step 4 to edit account settings.

  1. To set up your Proof online dashboard, look in your email inbox for the below invitation from Proof. [Don’t see it? Check your spam inbox and make sure emails from Proof are marked ‘safe’.] Click ‘Create Account’.

    Screenshot of the Proof invitation email.

  2. On the sign-up page, enter your details in the blank form and click ‘Create Account’ when you’re finished.

    The phone number field is optional. Please be sure to include your country code if you decide to share this information.

    Screenshot of the form to create your Proof account, with all fields empty.

  3. You’re in! You should now see the platform landing page.

    Screenshot of the landing page after creating your account.

  4. To edit any of the information associated with your team, hover over your User ID on the top right corner of the page, and click ‘Settings’.

    Platform landing page, with the hover menu under the User ID open and ‘Settings’ highlighted.

  5. You should be directed to your profile settings page. Click the ‘My Organization’ button outlined in red from the left-side options menu. You can edit your organization name, web address, business address, and HQ location here. Be sure to press ‘Save’ after making any changes.

    Screenshot of the profile settings page, with the ‘My Organization’ button outlined in red.

Having trouble? Send us an email at [email protected], and we’ll be happy to help.

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