Create New Account

Create New Account

Create an account before you manage document access for a customer organization.

Access

You need permission to use Accounts. By default, Admins, Account Managers, and Content Managers have this permission.

Open the form

Open the Details tab: /accounts/new?tab=details

1. In the Admin Center, select Accounts.
2. Select Add Account.

The form has Details and Contacts tabs.

Enter account details

In Details, enter the account information:

• Account title is required.
• Description is optional.
• Initial review status can be To Review, In Progress, or Approved.
• Auto-approval controls automatic approval for the account.

Add contacts

Open the Contacts tab: /accounts/new?tab=contacts

Contacts are optional. For each contact that you add:

• First name and email are required.
• Last name and title are optional.

New contacts have the Approved review status.

If email invitations are available for your Trust Center, each new contact receives an invitation email with a magic link.

Create the account

Select Create Account. After creation, the Admin Center returns to the accounts page.

Open the account to link documents or change its settings.

Related guides

• Account Management
• Account Document Access
• Contact Management