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Create Account

Use this form to add a new account to the platform.

What you can do here

  • Enter company name, contact, industry, and location
  • Set account-level properties
  • Save the account and begin adding assessments

Overview

Create New Account form showing General Info and Contacts sections

Create New Account form — lower sections

The Create Account form uses the same fields and layout as the Edit Account page. Sections include:

Section Fields
General Info Name *, Email, Address Line 1, City, Country, Date of Establishment, Website, Address Line 2, State, County, Zipcode, Company Logo
Contacts First Name *, Last Name *, Email *, Phone No., Contact Type, Role, Location, Contact Photo
Additional Information DUNS Number, PSC, Region, UEI, Business Description, Partner, Employee Count, Annual Sales, Federal Contractor, Female Owned, Military Manufacturer, Minority Owned, OEM Manufacturer, Veteran Owned

See Edit Account for a full description of each field.

Saving

After filling in the required fields, click Save to create the account. Validation errors will be displayed if required fields are missing or invalid data is entered. Once saved, you'll be taken to the new account's details page where you can begin adding assessments.