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GuidesSetting Up Your First Organization

Setting Up Your First Organization

An Organization is the top-level unit in Prooflio. Organizations represent a business, product, or client and contain all associated review sources, AI insights, widgets, and team members.

Create an Organization

To create a new organization:

  1. Log in to the Prooflio Dashboard .
  2. Complete the onboarding flow by entering your organization name and details.
  3. Provide your business information (name, industry, website, address).
  4. Click Create Organization.

Connect Your First Review Source

Once you’ve created your organization, connect your first review platform:

  1. Navigate to Integrations in the sidebar.
  2. Select a platform (e.g., Google Business or Trustpilot).
  3. Provide the necessary authentication or URL.
  4. Click Sync Reviews.

Prooflio will begin importing your history and will automatically monitor for new reviews based on your plan’s sync frequency.

Invite Team Members

Invite your team to collaborate on your review intelligence:

  1. Navigate to Settings > Team in the sidebar.
  2. Click Invite Team Member.
  3. Enter their email address and select a role (e.g., Admin, Manager, or Member).
  4. Click Send Invitation.

Team collaboration requires a Starter plan or higher. See Billing & Plans for details.

Next Steps

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