Manage Account Details
Edit account information, manage contacts, configure settings, and track account activity
Manage Account Details
Once an account is created, you can manage all aspects of its configuration, from basic information to advanced settings. This comprehensive guide covers all account management features available in the Trust Center admin interface.
What You'll Learn
- How to access and navigate account details
- Editing account information and contacts
- Configuring access settings and permissions
- Managing account activity and history
- Understanding the different account tabs
Prerequisites
- Admin or Account Manager role required
- Existing account to manage
- Appropriate permissions for the account
Accessing Account Details
Navigation Methods
From Accounts List: Click on any account row in the main accounts table to open the detailed view.
Direct URL Access:
Navigate directly using the account ID: /accounts/{account-id}
Clicking on an account row to access detailed management options
Account Details Interface
The account details page is organized into several tabs, each focusing on specific management areas:
- Details: Basic account information and contacts
- Documents: Document access and permissions
- Settings: Advanced configuration options
- Activity: Account history and change log
The tabbed interface for comprehensive account management
Details Tab
Basic Account Information
Account Name
- Edit the official organization name
- Changes appear immediately in listings and communications
- Consider impact on existing Trust Center branding
Description
- Update account purpose or business relationship details
- Helpful for team members understanding account context
- Supports markdown formatting for rich descriptions
Account Status Indicator
- Visual status showing current account state
- Automatically updated based on review status and expiry
Basic account information editing interface
Contact Management
The contacts section allows you to manage all stakeholders associated with the account.
Adding New Contacts:
- Click "Add Contact" button
- Enter required contact information
- Assign appropriate role designation
- Save contact details
Editing Existing Contacts:
- Click the edit icon next to any contact
- Update information in the inline form
- Changes are saved automatically
Contact Information Fields:
- Email Address (Required): Primary communication channel
- First Name (Required): Contact's given name
- Last Name (Optional): Contact's family name
- Role (Optional): Their responsibility or title
Contact management with multiple stakeholder support
💡 Contact Roles: Use descriptive roles like "Compliance Officer," "IT Manager," or "Primary Contact" to clarify responsibilities.
Review Status Management
Available Status Options:
Not Started 🟡
- Account created but compliance review pending
- Default state for new accounts
- Requires action to begin onboarding process
In Progress 🔵
- Currently undergoing compliance assessment
- Documents may be under review
- Temporary state during onboarding
Completed 🟢
- Fully reviewed and operational
- Full access to assigned documents
- Standard state for active accounts
Cancelled ⚪
- Review process halted or terminated
- Limited or no access to resources
- May require reactivation process
Review status selection with visual indicators
Documents Tab
The Documents tab controls which documents this account can access in the Trust Center.
Document Assignment
Available Documents List:
- Shows all documents in your Trust Center
- Indicates current access status for the account
- Allows bulk assignment and removal
Access Levels:
- Public: Automatically accessible to all accounts
- Protected: Requires explicit permission assignment
- Internal: Restricted to specific accounts only
Document access management with permission controls
Permission Management
Granting Access:
- Browse available documents
- Select documents to grant access
- Choose access level (view, download)
- Save permission changes
Removing Access:
- Uncheck documents to remove access
- Changes take effect immediately
- Account loses access in Trust Center
⚠️ Access Removal: Removing document access immediately affects the account's Trust Center experience. Ensure removals are intentional.
Settings Tab
Access Configuration
Expiry Date Settings:
- Set or modify account expiration date
- Configure automatic renewal options
- Set up expiry warning notifications
Access Level Controls:
- Configure Trust Center visibility
- Set password protection requirements
- Define access restrictions
Advanced access configuration options
Notification Preferences
Email Notifications:
- Welcome messages for new accounts
- Document update notifications
- Expiry warnings and reminders
- Custom notification templates
Notification Timing:
- Configure when notifications are sent
- Set reminder schedules for expiry
- Customize notification frequency
Integration Settings
API Access:
- Generate account-specific API tokens
- Configure webhook endpoints
- Set integration permissions
Custom Fields:
- Add organization-specific metadata
- Configure custom data points
- Set validation rules for custom fields
Activity Tab
Account History
The activity tab provides a comprehensive log of all account-related actions:
Tracked Activities:
- Account creation and modifications
- Contact changes and updates
- Document access grants and removals
- Status changes and reviews
- User interactions and logins
Activity Details:
- Timestamp of each action
- User who performed the action
- Specific changes made
- Previous and new values
Comprehensive activity tracking for audit and troubleshooting
Audit Trail
Compliance Tracking:
- Complete change history for audits
- User attribution for all modifications
- Timestamp accuracy for compliance
- Export capabilities for reporting
Change Analysis:
- Compare previous and current states
- Identify patterns in account usage
- Track compliance progression
- Monitor access patterns
Advanced Management Features
Bulk Operations
Multi-Account Management:
- Select multiple accounts for bulk operations
- Apply common settings across accounts
- Bulk document assignment
- Mass expiry date updates
Account Cloning
Template Creation:
- Use existing accounts as templates
- Clone settings to new accounts
- Maintain consistent configurations
- Speed up account creation process
Custom Workflows
Automated Processes:
- Set up approval workflows
- Configure automatic status transitions
- Create notification sequences
- Define escalation procedures
Advanced management capabilities for power users
Best Practices
Information Management
Regular Updates:
- Review account information quarterly
- Verify contact details remain current
- Update descriptions as relationships evolve
- Maintain accurate status indicators
Documentation Standards:
- Use consistent naming conventions
- Maintain clear, descriptive information
- Document special arrangements
- Keep change history comprehensive
Security Considerations
Access Reviews:
- Regularly audit document permissions
- Remove unnecessary access grants
- Monitor account activity patterns
- Implement principle of least privilege
Contact Verification:
- Verify email addresses before granting access
- Confirm contact authority and responsibilities
- Update contacts when personnel changes occur
- Maintain emergency contact information
Workflow Optimization
Status Management:
- Keep review statuses current
- Document status change reasons
- Maintain clear progression paths
- Monitor pending actions
Communication:
- Notify contacts of significant changes
- Provide clear access instructions
- Document expectations and timelines
- Maintain professional correspondence
Common Tasks
Multilingual Support
German - Konto verwalten
Hauptfunktionen:
- Details: Kontoinformationen und Kontakte bearbeiten
- Dokumente: Dokumentzugriff und Berechtigungen verwalten
- Einstellungen: Erweiterte Konfigurationsoptionen
- Aktivität: Kontoverlauf und Änderungsprotokoll
French - Gérer les comptes
Fonctionnalités principales:
- Détails: Modifier les informations du compte et les contacts
- Documents: Gérer l'accès aux documents et les permissions
- Paramètres: Options de configuration avancées
- Activité: Historique du compte et journal des modifications
Next Steps
Document Management
Learn detailed document permission management
User Management
Manage team members and role assignments
Analytics
Track account activity and usage metrics
Related Resources
Successfully managing accounts ensures smooth Trust Center operations and positive customer experiences. Use this guide to maintain accurate, secure, and well-organized account information.
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