Adding notaries & co-workers to your account
- Notaries who are part of a multi-notary service that conduct notarizations for a variety of customer
- Notaries who work within a company and primarily notarizes documents for that company's workers and clients
This Astrean Academy tutorial covers three areas regarding team setups in Astrean:
- Invite team members to your organization's Astrean portal
- Set up team members who are notaries
- About non-notary team members
Invite team members to your organization's portal
Each Astrean account has its own team or organizational portal — even when there's only one notary on the team.
This organization portal was created when your team's account was first created... using the organization name the team admin used when he or she first created the Astrean account.
For example, if the organization name included in the initial registration was "Lakeview Title," then your organization portal would probably be https://lakeviewtitle.astrean.com.
In that case, you would invite all your team members to go to that organization portal to setup their Astrean account access.
Set up team members who are notaries
After setting up their user access to your Astrean team account, your notary team members who wish to use Astrean's notary tools will need to be validated.
Notary validation will include these three additional steps:
- Completing their Astrean account profile, including their notary information
- Completing their Astrean billing profile
- Completing the formal notary validation process
The menu links for both of the above steps can be found in the upper-right corner of the Astrean app screen.
Notaries should have their license or commission information nearby, along with a copy of their driver's license or state-issued ID.
About non-notary team members
Your non-notary team members will not be able to use the notarization tools included in the Astrean notary toolbox. However, your non-notary team members will be able to find available notaries in your team account and schedule notarizations.
Next: complete onboarding
After completing your registration, you will then need to complete the rest of your onboarding to begin enjoying everything your Astrean solution has to offer.
For more information on onboarding, please check out the onboarding section of Astrean Academy.
The Astrean notary e-journal provides notaries with a convenient alternative to traditional notebooks and manual journals that is more secure, private and reliable. Sections This "Add a Journal Entry" section of Astrean's Notary Validation tools consists of two...
Astrean's electronic notary journal (e-journal) is one of the new tools Astrean has created for its digital toolbox for notaries. The basic version is available "free for life" to all notaries. Sections This overview of the Astrean e-journal consists of three...
Access to our electronic notarization (RON, RIN or IPEN) tools and to our "Uber for Notaries" marketplace requires full validation of the notary's identity and credentials. For subscribers to Astrean's Pro, Premium and Platinum tiers, notary validation is...
You won't have to do this if all you want to do is use the free basic notary e-journal and nothing else. However, you will need to set up your billing profile if you want to upgrade to one of the subscription tiers (Pro, Premium or Platinum) or if you want to use our...
To complete the setup process, Astrean users will need to complete their Profile section — especially notaries who want to use Astrean's notarization tools. In addition, your online notary directory listing will use the information you put in this section to populate...
Admins can access the Admin dashboard, where you can control access and permission levels for your Astrean team account. This tutorial will review the following options in this Admin dashboard: Access control - indicate who can login your team's Astrean account Notary...
Whether you're signing up for the "free for life" Personal plan or one of our value-filled subscription tiers, the registration process is the same. Sections The sign-up process will consist of the following stages: Quick registration Email verification Team...