How to Add Accounts to an Organization [Step-by-step guide]

Modified on Thu, 24 Apr at 1:53 PM

Accounts are required to operate within organizations. This article details how to create an account associated with an organization. 


NOTEIf you need to create multiple accounts with similar configurations, consider cloning an existing one to use it as a template. For more information, see: How to Clone Accounts within an Organization [Step-by-step guide].


To add an account to an organization:


1. Deselect any currently selected account.


2. Click Organizations from the left menu under the System Configuration section.


3. Press Edit for the desired organization.



4. Press Create.


5. Click Create Account.



6. Enter the following fields:

  • Name: Name of the account, used to identify it in lists.
  • Code: Code of the account, used by the system for reference.


7. Press Save.



After saving, you need to edit the account to finish its setup as detailed in How to Edit Accounts of an Organization [Step-by-step guide].


NOTE: This article covers only the initial creation of the account. For a comprehensive walkthrough covering full configuration, refer to: End-to-end how to create a fully operational Account [Guide].


WARNING: When you create an account, its license type is set to standard by default, which includes all features. If you want to change it, follow How to Update the License Type (Subscription) [Step-by-step guide]. To compare the features included in each License Type, refer to techOMS Specifications Sheet [Information]


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