# Add Account

To initiate customer onboarding, we must add the account and project onto Projetly. 

{% hint style="info" %}
Account is a customer organization or entity. All the projects run for the same entity are linked to one account. 
{% endhint %}

**Navigation:** Accounts > Add Project

{% hint style="warning" %}
You cannot add an account without adding a project. Accounts can only be created with a project.
{% endhint %}

There are two steps in adding a project.

### Step 1: Adding the Account

The first step to add a project is to add an account. If you add your first project, you can create the project and account simultaneously. Click on the dropdown and select 'Add New Account.'

{% hint style="info" %}
If you add a new project to an existing account, you can use the dropdown to find existing accounts.
{% endhint %}

| Label       | Description                                                                      | Comments                                                                          |
| ----------- | -------------------------------------------------------------------------------- | --------------------------------------------------------------------------------- |
| Account     | Add your customer organisation's name                                            | For example. Star Inc                                                             |
| Description | Add a small description for your client.                                         | South Branch, Onboarding Software, HRMS Pro Subscription, etc.                    |
| Region      | Add their region                                                                 | Delaware, Boston, Austin etc.                                                     |
| Vertical    | Add their industry vertical                                                      | Fintech, Manufacturing, IT/ITES etc.                                              |
| Segment     | Add the specific sub-group of the vertical.                                      | Payments, Automobile, SaaS etc.                                                   |
| Logo        | Add your customer's logo. This logo appears in the accounts and projects module. | <p>Recommended resolution: 120x30</p><p>Aspect ratio:  4:1 </p><p>Size: < 2MB</p> |
| Website     | Add your customer's website                                                      | [www.projetly.ai](https://projetly.ai/)                                           |

You need to add a customer contact for the account now. Click on 'Add New User'.&#x20;

### Related Sections

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td></td><td></td><td><a href="/pages/BLDODTaqeVCUytkhVYs4">Account Overview</a></td><td><a href="/files/tBMUlG1h8YVPLPfdPP6z">/files/tBMUlG1h8YVPLPfdPP6z</a></td><td><a href="/pages/BLDODTaqeVCUytkhVYs4">/pages/BLDODTaqeVCUytkhVYs4</a></td></tr><tr><td></td><td></td><td><a href="/pages/iSA4yrpuouDHaQHahWY2">Account Summary</a></td><td><a href="/files/gRML8CGSgPriiP940GMA">/files/gRML8CGSgPriiP940GMA</a></td><td><a href="/pages/iSA4yrpuouDHaQHahWY2">/pages/iSA4yrpuouDHaQHahWY2</a></td></tr></tbody></table>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.projetly.ai/home/documentation/accounts/add-account.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.