Add Account

Add your customer account.

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

Account is a customer organization or entity. All the projects run for the same entity are linked to one account.

Navigation: Accounts > Add Project

You cannot add an account without adding a project. Accounts can only be created with a project.

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.'

If you add a new project to an existing account, you can use the dropdown to find existing accounts.

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.	Recommended resolution: 120x30 Aspect ratio: 4:1 Size: < 2MB
Website	Add your customer's website	www.projetly.ai

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

Related Sections

Account Overview

Account Summary