Note: The Account Manager user requires an Active GoProof license.

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Step 1.
Login to GoProof

Step 2.
Go to the Clients menu at the top menu.

Step 3.
Click on the vertical ellipsis icon and select Users.

Step 3.
Add or select your user and make sure the Manager role is selected. Save your changes once done.

‍Step 4.

Select your Client to view its Project list.

Step 5.
Locate the Project which your manager should be associated with.

Step 6.

Click on the vertical ellipsis icon and select Account Managers.

Step 7.

Select the Manager(s) for this Project and save your changes once done.

That's it! Your proof senders will now be able to send a proof to the Manager(s) when they select this Client and Project, using the Account Manager workflow.

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