# Account Management
URL: /en/docs/user-guide/accounts
Last Updated: 2026-07-30T21:15:44.374Z
## Description
Manage customer organizations and their compliance journey through the Trust Center accounts system
## Available Actions
- Navigate to related topics
- View step-by-step instructions
- Get best practices
## Content
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# 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:
| Column | Description |
| ----------------- | ---------------------------------------------------- |
| **Name** | Customer organization name and identifier |
| **Description** | Brief description of the account purpose |
| **Expiry** | Access expiration date with visual status indicators |
| **Review Status** | Current compliance review state |
#### Review Status Indicators
**Status Colors:** - 🟢 **Completed**: Account fully reviewed and active - 🟡
**Not Started**: Account created but review pending - 🔵 **In Progress**:
Currently under review - ⚪ **Cancelled**: Review process cancelled
### 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)
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## 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.
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Step-by-step guide to creating customer accounts
### 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
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Configure account information and settings
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Control document access per account
## 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
⚠️ **Important**: Expired accounts lose access to protected documents and
require renewal to restore functionality.
### 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
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{/* _Visual representation of account status indicators and their meanings_ */}
## 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
Currently, expiry dates must be updated individually through the account
details page. Navigate to the specific account and update the expiry date in
the settings tab.
Account visibility is controlled by your role permissions. **Viewers** can
only see accounts, while **Account Managers** and **Admins** can see and
modify all accounts.
Review status changes are typically handled automatically through the
compliance workflow. Manual status changes can be made by **Admins** in the
account settings.
## Next Steps
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Learn how to set up new customer accounts
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Configure which documents accounts can access
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Manage team members and permissions
## 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
***
Need help with account management? Check our [support documentation](/en/docs/user-guide/login) or contact the admin team.