> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation/accounts/add-account.md).

# Add Account

Add your customer 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="/home/documentation/accounts/account-overview.md">Account Overview</a></td><td><a href="https://699780367-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaGJZFxbRVOjAH2VV0cR7%2Fuploads%2FMiDVoyqoeS3OtUYaTh9p%2F4.png?alt=media&amp;token=a16bb782-8720-455d-8106-e04c1d606d9d">4.png</a></td><td><a href="/home/documentation/accounts/account-overview.md">Account Overview</a></td></tr><tr><td></td><td></td><td><a href="/home/documentation/accounts/account-summary.md">Account Summary</a></td><td><a href="https://699780367-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaGJZFxbRVOjAH2VV0cR7%2Fuploads%2Fw2tVSV34kPZ6RU1QGwKO%2F5.png?alt=media&amp;token=a538faa4-458b-45e6-bb40-fecba5f1e30e">5.png</a></td><td><a href="/home/documentation/accounts/account-summary.md">Account Summary</a></td></tr></tbody></table>