Creating a Client in GoProof

A client can be your client's name, a campaign or a place to collate all your live projects. It provides your account with a hierarchical structure to help you better manage multiple clients, campaigns, and projects all in one place.

To create a client there are 2 methods.

Method 1 via the GoProof Adobe Extension

1. Open the GoProof extension in your preferred Adobe application

2. Log into GoProof

3. Click on the Burger Menu and select New > New Client

4. Enter the name of your Client and click OK

5. Enter a Project name and select any Users you would like to add to the Project and click Save

That's it! You are now ready to start adding uploading to your newly created Client and Project.

Method 2 via the GoProof Website

1. Log into the GoProof Website.

2. From the sidebar click on the + symbol next to Clients.

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Tip: If you do not see the sidebar, make sure it is expanded by clicking on the arrow in the top-left corner of the screen.

3. The Create A Client message will appear.

4. Enter the Client name in the field provided and click Next.

5. Enter the Project name in the field provided and click Next.

6. The step is optional: Add your users by clicking Add a user.

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7. Enter your users' names and email addresses, allocate them as either members or guests, and click Done.

‍Tip: To know more about the members and guests roles, and the Admin, Editor and Observer project roles, view the User roles help sheet for guidance.

8. Click Confirm to finish your set-up.

That's it! You are now ready to start adding uploading to your newly created Client and Project.