Account Management

The Account Management system is the heart of your Trust Center operations. Here you can create, configure, and manage customer organizations, track their compliance status, and control access to your trust center resources.

What You'll Learn

• How to view and filter customer accounts
• Understanding account status indicators
• Managing account details and settings
• Configuring document access per account
• Tracking compliance progress

Prerequisites

• Admin or Account Manager role required
• Access to the Trust Center Admin interface

Account Overview Dashboard

The main accounts page provides a comprehensive view of all your customer accounts with powerful filtering and status tracking capabilities.

Key Metrics Cards

The dashboard displays three important metric cards at the top:

🟢 Active Accounts

• Shows completed accounts that are fully onboarded
• Click to filter and view only active accounts
• These accounts have completed their compliance review

🟡 Not Started

• Displays accounts that haven't begun the compliance process
• Default filter when you have pending accounts
• Requires immediate attention for onboarding

🔴 Expiring Soon

• Shows accounts with access expiring within 30 days
• Critical for maintaining continuous compliance
• Helps prevent service interruptions

The main accounts dashboard showing metric cards and account listings

Account Listing Table

The accounts table provides detailed information for each customer:

Review Status Indicators

Search and Filtering

Use the search bar to quickly find specific accounts by:

• Account name
• Description content
• Contact information

Filter Options:

• Active Accounts: Shows only completed, operational accounts
• Not Started: Displays accounts awaiting initial review
• Expiring Soon: Shows accounts nearing expiration (< 30 days)

Account Actions

Creating New Accounts

Click the "Add Account" button to create a new customer account. This launches the account creation workflow with guided steps.

Managing Existing Accounts

Click on any account row to access detailed management options:

• Account Details: Edit basic information and contacts
• Documents: Manage document access and permissions
• Settings: Configure access expiry and review settings
• Activity: View account activity log and changes

Account Status Management

Expiry Date Management

Accounts can have optional expiry dates that control access to the Trust Center:

• Green Status: Account active with >30 days remaining
• Amber Status: Account expiring within 30 days
• Red Status: Account expired or past expiry date

Review Process States

The review status tracks the compliance onboarding process:

1. Not Started: Account created, awaiting initial review
2. In Progress: Currently undergoing compliance assessment
3. Completed: Fully reviewed and operational
4. Cancelled: Review process halted

Best Practices

Account Organization

• Use clear, descriptive account names
• Include relevant business context in descriptions
• Set appropriate expiry dates for compliance cycles
• Regularly review and update account statuses

Access Management

• Grant document access based on compliance requirements
• Monitor expiring accounts proactively
• Maintain accurate contact information
• Document any special access arrangements

Workflow Efficiency

• Use filters to focus on accounts requiring attention
• Process "Not Started" accounts promptly
• Set up monitoring for expiring accounts
• Leverage search for quick account location

Common Tasks

Next Steps

Troubleshooting

Performance Issues

• Use filters to reduce large account lists
• Search by specific terms rather than browsing
• Contact support if loading times exceed 10 seconds

Access Problems

• Verify your role has account management permissions
• Check if accounts are filtered by status
• Confirm you're logged into the correct tenant

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Need help with account management? Check our support documentation or contact the admin team.