Create New Account
Step-by-step guide to creating and configuring new customer accounts in the Trust Center system
Create New Account
Creating a new customer account is the first step in onboarding organizations to your Trust Center. This guide walks you through the complete account creation process, from basic information to advanced configuration options.
What You'll Learn
- How to access the account creation form
- Required and optional account information
- Contact management setup
- Initial document access configuration
- Account review process setup
Prerequisites
- Admin or Account Manager role required
- Customer organization details ready
- Contact information for key stakeholders
Getting Started
1. Navigate to Account Creation
From the main accounts page, click the "Add Account" button in the top-right corner.
Location of the Add Account button on the accounts overview page
2. Account Creation Form
The account creation form is organized into several sections for efficient data entry.
The complete account creation form with all required fields
Form Sections
Basic Information
Account Name (Required)
- Enter the official organization name
- This appears in the Trust Center and communications
- Use the customer's preferred business name
Description (Optional)
- Brief description of the account or business relationship
- Helpful for internal reference and organization
- Example: "Primary logistics partner" or "Enterprise customer - GDPR compliance"
💡 Naming Tip: Use clear, recognizable names that your team will easily understand. Avoid internal codes or abbreviations.
Contact Information
Add primary contacts for the account. You can add multiple contacts with different roles.
Contact Fields:
- Email Address (Required): Primary contact email
- First Name (Required): Contact's first name
- Last Name (Optional): Contact's last name
- Role (Optional): Their role in the organization
Contact information form with multiple contact support
Adding Multiple Contacts:
- Fill in the first contact's information
- Click "Add Another Contact" to include additional stakeholders
- Specify roles to clarify responsibilities (e.g., "Compliance Officer", "IT Manager")
Access Configuration
Access Level Settings:
Review Status
- Not Started (Default): Account created but not yet reviewed
- In Progress: Currently under compliance review
- Completed: Fully reviewed and operational
Expiry Date (Optional)
- Set an optional expiration date for the account
- Useful for temporary access or compliance cycles
- Leave blank for permanent access
⚠️ Expiry Notice: Accounts with expiry dates will lose access to protected documents after expiration. Plan renewal processes accordingly.
Access level and expiry configuration options
Advanced Options
Document Access Setup
During creation, you can pre-configure which document categories this account should access:
- Public Documents: Always accessible to all accounts
- Protected Documents: Require explicit permission
- Internal Documents: Restricted to specific accounts only
Notification Settings
Configure how the account contacts should be notified:
- Welcome Email: Automatic welcome message with access details
- Document Updates: Notifications when relevant documents change
- Expiry Warnings: Alerts before account expiration
Creating the Account
1. Form Validation
Before submission, ensure all required fields are completed:
- ✅ Account name is provided
- ✅ At least one contact email is valid
- ✅ All contact information is accurate
Form validation indicators showing required field completion
2. Submit Account
Click "Create Account" to submit the form. The system will:
- Validate all information
- Create the account record
- Set up initial permissions
- Send welcome emails (if configured)
- Redirect to the account details page
✅ Success: Once created, you'll be redirected to the new account's detail page where you can configure additional settings.
Post-Creation Steps
Immediate Actions
After creating an account, consider these immediate next steps:
- Configure Document Access: Set specific document permissions
- Review Contact Details: Verify all contact information is accurate
- Set Up Notifications: Configure appropriate alert settings
- Initial Communication: Reach out to introduce the Trust Center
The account details page immediately after creation
Document Assignment
Navigate to the Documents tab to configure which documents this account can access:
Best Practices
Information Quality
- Accurate Contacts: Ensure email addresses are current and monitored
- Clear Descriptions: Use descriptions that will be meaningful months later
- Appropriate Access: Set expiry dates that align with business cycles
Organization Standards
- Naming Conventions: Use consistent naming patterns across accounts
- Contact Roles: Clearly define each contact's responsibility
- Documentation: Keep internal notes about special requirements
Security Considerations
- Email Verification: Confirm contact emails before granting access
- Access Levels: Start with minimal access and expand as needed
- Review Cycles: Set appropriate expiry dates for regular reviews
Common Issues & Solutions
Multilingual Support
German - Konto erstellen
Hauptschritte:
- Kontoname: Offizieller Organisationsname eingeben
- Kontakte: Mindestens eine gültige E-Mail-Adresse hinzufügen
- Zugriff: Ablaufdatum und Berechtigungen konfigurieren
- Erstellen: Formular absenden und Details überprüfen
French - Créer un compte
Étapes principales:
- Nom du compte: Saisir le nom officiel de l'organisation
- Contacts: Ajouter au moins une adresse e-mail valide
- Accès: Configurer la date d'expiration et les permissions
- Créer: Soumettre le formulaire et vérifier les détails
Next Steps
Account Management
Learn how to edit and configure account settings
Document Access
Set up document permissions for the new account
User Invitations
Invite team members to manage accounts
Related Resources
Ready to create your first account? Navigate to the accounts page and click "Add Account" to get started!
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