Creating your User Account
When you’re invited to join Proofdesk, you’ll receive an email invitation either from a colleague or from the Proofdesk team when your organisation is first configured.
Open Your Invitation
Click the link in your invitation email to begin setting up your account. This link is unique to you and will take you directly to the account creation page. If you're expecting to receive an invitation but cannot find it, check your spam / junk folder.
Enter Your Details
You’ll be asked to enter your name and choose a strong password. We recommend using a mix of upper and lowercase letters, numbers, and symbols to keep your account secure.
Your Proofdesk user account belongs to you personally and is tied to your email address. You only ever need one account. If you’re invited to multiple organisations, you can access them all using the same login.
Verify Your Email Address
After creating your password, we'll send you a quick verification email. Click the link in that email to confirm that your address is valid and active. If you do not receive the email, check your spam / junk folder.
Set Up Two-Factor Authentication (2FA)
All Proofdesk accounts must be protected by 2FA which adds an extra layer of security to your account by requiring a one-time code from your authentication app each time you log in. We recommend either Google Authenticator or Microsoft Authenticator, however you can use any other authentication app that supports TOTP.
Join Your Organisation
After completing setup, you’ll be signed in to Proofdesk. If you’ve been invited to one or more organisations, you’ll see them listed on screen.
Click Accept next to the organisation’s name to join and gain access to your workspace.
That’s it - your account is now secure and ready to use. From here, you’ll have access to your organisation’s workspace in Proofdesk. You can login to your account here.