How to Add a User in NotaryDash

NotaryDash makes it simple for title companies, signing services, and notaries to collaborate online. One of the first steps to getting your team set up is adding users to the platform. Whether it’s an assistant, an admin, or a client contact, creating a new user ensures they can log in and start placing orders right away.

Here’s a quick guide on how to add a user in NotaryDash.

Step 1: Enter the User’s Email Address

From your NotaryDash dashboard:

• Go to the Add User section.
  

• Enter the email address of the new user (for example: janedoe@gmail.com).
  

• Always check the box that says “Email login credentials to this new user.”
  

  • This ensures they receive their login information and can access the platform immediately.
    

Step 2: Add User Details

Next, fill out the required fields for the new user:

• First and Last Name
  

• Mobile Number (optional, but helpful for quick contact)
  

• Assistant/Role – for example, admin@company.com or service@titlecompany.com

Step 3: Create the User

Once all details are filled out, click Create User.

This automatically sends the new user an email invitation with login credentials. From there, they can log in, set up their account, and begin placing orders in NotaryDash.

✅ That’s it! Adding a user in NotaryDash is quick and ensures your team, clients, or assistants have the access they need to manage and place notarization orders efficiently.