Creating an Account

Applies to:

• Organization Managers

• CS/Onboarding Admins

• XPAs

• Super Admins

To create a new Account:

1. At the top of the Account list, click + New Account.

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2. Fill out the required information to create the Account:

   1. Account Name

   2. Business Category

   3. Blueprint (hierarchical structure)

   4. Add to Organization (if you are an Organization Manager, this field will already be filled in for you!)

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3. Click Submit to create the Account.

If you add an Account Manager while creating the Account, they will automatically receive an invitation to set up their login.

Onboarding Status & Activating the Account

When the Account is created, it will be in the Onboarding state. During onboarding, Admins, Account Managers, and Organization Managers can log in to build the Hierarchy by creating Tiers and assigning Users. Any users created while an Account is in the onboarding status will NOT automatically receive an invitation to set their password. Once the Account has been activated, verification emails may be manually triggered to those users.

Campaigns can also be built while an Account is onboarding, although they cannot be activated and automated until the Account is.

To activate an Account:

1. Locate the Account in the Accounts List on the New Accounts page or on the All Accounts page using the filter to display onboarding Accounts.

2. In the info column, click the blue Onboarding button.

3. When the panel appears on the right side of your screen, confirm the decision to Activate the Account by clicking the blue Activate button.