Step 1 — Add an Account¶

In VSAP, an account represents a client organization you are assessing. Before you can run an assessment, you need to create at least one account.

Let Clients Create Their Own Account

External users can self-register and populate their own account details through the Intake Form. Simply share an intake form link with them, and their submission automatically creates an account in your system. See Configure Intake Forms for details on how to set this up.

The Accounts List¶

Navigate to Accounts in the sidebar to see all existing accounts.

Accounts list showing company name, website, city, status, and last updated

Use the search bar to filter by name, website, or city. Toggle between All, Active, and Inactive to narrow the list.

Learn more: Accounts Overview

Two Ways to Create an Account¶

Click the + Create button in the sidebar and select Add Account.

This opens the Create Account form directly.

Option B — Add Account Button¶

From the Accounts list page, click Add Account in the top-right corner.

Both methods open the same Create Account form.

Filling In the Create Account Form¶

The form has three sections:

Section	Key Fields
General Info	Company name (required), email, address, website, country, state, city, zip code, company logo
Contacts	First name (required), last name (required), email (required), phone, contact type, role
Additional Information	DUNS number, UEI, PSC, region, employee count, annual sales, business description, and other organizational attributes

Click Save when done. You will be taken to the new account's detail page.

Full Reference¶

For detailed information on all account fields, see Create Account Reference.

Next Step¶

Step 2 — Design an Assessment

Create Account Reference — Full field reference and options
Accounts Overview — Manage all client organizations
Intake Forms — Let clients self-register
Account Details Page — View and edit account information