Create an account

Select the path to create an account.

To create an account from	Path
The Account tab	Click the Account tab and select New Account.
The Desktop > Actions menu	Click Actions and select New Account.

Whichever path you select, PolicyCenter first searches to see if the account exists (name clearance). If not, it allows you to create an account.

If PolicyCenter is not the system of record (SOR) for account information, you can configure PolicyCenter to synchronize account information with the SOR before creating a submission.

After searching for an existing account and finding none, select Create as New Account and then select whether the account is for a company or a person. The Create Account screen appears.

Enter the required information and select Update.

The Account Summary screen appears, summarizing your information. The account’s status is Pending, until you associate a submission with it.

Select an option to modify the account.

Edit the account
Change the account holder to a new person, company, or new contact from the address book
Add locations, account roles, notes, or documents
Create a submission

Create an account

Procedure