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Managing team members

Enterprise team administrators can manage team members permissions, email notifications, and more. Here’s how.

Written by Gemma

Enterprise team administrators can manage team members with granular permissions, control email notifications, and set default proof settings.

This ensures the right people have the right access — and receive the right updates — so your team can review and approve work smoothly.

To manage a team member

Step 1

Click your avatar and select team, then team members.

Step 2

Click a team member’s avatar to open their profile.

About

Profile pop-up showing the about tab

You’ll see the following details:

  • Name

  • Email – for email changes, please contact the PageProof team via the in-app chat on your dashboard.

  • Team name

Permissions

Team admins can have granular permissions set

You can set the following permissions:

  • Create proofs – shows the file dropper on the dashboard so they can create new proofs.

  • Team admin – grants full administrator access for the team. Toggle access on or off for People, Proofs, Templates, and Setup to give them exactly the level of control you want.

    Admin area permissions:

    • People – Manage team members and their permissions, and groups.

    • Proofs – Access the team dashboard, collections, and reporting.

    • Templates – Create and manage proof, workflow, and checklist templates.

    • Setup – Configure team-wide settings, branding, integrations, etc.

Notifications

Profile pop-up showing the notifications tab

Email notification preferences that the user has set will be shown. As an Enterprise team administrator, you can update these settings on their behalf — ensuring they receive the right alerts at the right time.

Proof settings

Edit the proof settings for a team member

Default proof settings can be set for a team member. As an Enterprise team administrator, you can manage these settings to ensure consistency across your team.

  • Proof due date and time

  • Reminders

  • Message to reviewers.

Need help setting up team permissions or defaults? Contact us via in-app chat.

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