# Create New Account
URL: /en/docs/user-guide/accounts/create-account
Last Updated: 2026-07-30T21:15:44.340Z
## Description
Step-by-step guide to creating and configuring new customer accounts in the Trust Center system
## Available Actions
- Navigate to related topics
- View step-by-step instructions
- Get best practices
## Content
import { Folder, Settings, Shield, UserPlus } from "lucide-react";
# 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"
đź’ˇ **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:**
1. Fill in the first contact's information
2. Click **"Add Another Contact"** to include additional stakeholders
3. 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:
* âś… Account name is provided
* âś… At least one contact email is valid
* âś… 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:
1. Validate all information
2. Create the account record
3. Set up initial permissions
4. Send welcome emails (if configured)
5. Redirect to the account details page
âś… **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:
1. **Configure Document Access**: Set specific document permissions
2. **Review Contact Details**: Verify all contact information is accurate
3. **Set Up Notifications**: Configure appropriate alert settings
4. **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:
}>
Configure document permissions for the new account
## 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
**Problem**: Contact email addresses showing as invalid
**Solution**: Verify email format ([user@domain.com](mailto:user@domain.com)), check for extra spaces or special characters, confirm the email domain is valid and active, or try using a different email address temporarily.
**Problem**: System rejects account name as duplicate
**Solution**: Add a descriptor to make it unique (e.g., "Company Name - East Region"), include the customer's legal entity suffix, use the customer's preferred business name variation, or contact admin to verify if duplicate is intentional.
**Problem**: Add contact button not working
**Solution**: Ensure the current contact's required fields are filled, save current contact before adding another, refresh the page and try again, or use separate creation sessions for complex contact lists.
## Multilingual Support
### German - Konto erstellen
Hauptschritte:
1. **Kontoname**: Offizieller Organisationsname eingeben
2. **Kontakte**: Mindestens eine gĂĽltige E-Mail-Adresse hinzufĂĽgen
3. **Zugriff**: Ablaufdatum und Berechtigungen konfigurieren
4. **Erstellen**: Formular absenden und Details ĂĽberprĂĽfen
### French - Créer un compte
Étapes principales:
1. **Nom du compte**: Saisir le nom officiel de l'organisation
2. **Contacts**: Ajouter au moins une adresse e-mail valide
3. **Accès**: Configurer la date d'expiration et les permissions
4. **Créer**: Soumettre le formulaire et vérifier les détails
## Next Steps
}>
Learn how to edit and configure account settings
}>
Set up document permissions for the new account
}>
Invite team members to manage accounts
## Related Resources
* [Account Management Overview](/en/docs/user-guide/accounts)
* [Document Management](/en/docs/user-guide/documents)
* [API Reference - Create Account](/en/docs/api/v1/accounts/post)
***
Ready to create your first account? Navigate to the accounts page and click **"Add Account"** to get started!