Skip to main content

Edit or Disable Team Members and Notaries

Casey Birkholz
  • Updated

Learn how to edit or disable your team members as an admin in your business account. If you need to assign your account a new Owner, you can use the instructions below to do that as well.

Note: Only admins & owners can add, edit, or disable team members, including notaries. 

If you're setting up your account owner for the first time, follow the instructions in Assign an Account Owner.

Select a link below to jump to that section:

Team Members  |  Notaries

🎯Primary Audience: Notarize for Business

Team Members

  1. In the top navigation of your Notarize account, select Resources.
  2. Select Team from the dropdown menu.
    mceclip6.png
  3. Select the 3 dots next to the right of the user's name and choose one of the following from the dropdown menu that appears:
    • To remove the user's access: Select the Disable Account.
      mceclip0.png
    • To change a user's role, select Edit Roles & Permissions:
      • In the Edit Permissions window that appears, choose a new role in the dropdown menu. You can also set a user as an Account Owner here.   
        mceclip0.png 
  4. Select the Save Changes button.

Notaries

If you have In-House Notaries enabled, you can adjust their permissions.

  1. In the top navigation of your Notarize account, select Resources.
  2. Select Team from the dropdown menu.
    mceclip6.png
  3. Select Notaries from the menu on the left.
  4. Use the toggle under the Accepting Calls column to enable or disable your In-House Notaries:

    • 🚨 Important: This toggle is only editable after the notary has been marked as enabled and compliant by Notarize.  
      image-20220524-215546.jpg

If you urgently need one of the following and none of your admins or owners are available:

  • To disable a notary: Contact the Notary Onboarding team at notaryonboarding@notarize.com.
  • To enable a notary: Reach out to our support team below.  

Feel free to reach out to our Support team if you need help!

  • Chat: Click the icon in the corner of your screen:
    • Monday – Friday: 8 am – 10 pm ET
    • Saturday – Sunday: 8 am – 7 pm ET
  • Email: support@notarize.com
  • Phone: Available depending on your subscription

For more details on notary availability, review Hours of Operation.

CONFIDENTIAL. © 2022-2023 Notarize, Inc.

Related articles