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  1. On the left sidebar under the heading Create New click the Account link

  2. The Account Information page will appear, enter the pertinent information for the account

    • Where there is Red text the data entered is not valid. Some fields have a 'plus' icon allowing you to do configuration ‘on the fly’ by clicking on that icon. A new tab/window will appear allowing you to configure what you need (a new role, a new currency type, etc.), once complete you will be returned to the Account Information page so that you can continue entering data
      Note: your EngageIP system administrator might have customized your new account creation page to capture additional information which will not be shown in the image above

  3. To help streamline new account creation, EngageIP allows you to add contacts, payment methods and packages from this screen as well. Simply click on the appropriate Add option (i.e. Add Contact, Add Payment Methods, etc.) under each section. This will expand that section allowing you to enter the details
    Note: contacts, payment methods, and/or packages can be added to the account later (unless your organization requires any one of these to be added during the new account creation process)

  4. When finished click the Save button and you will be redirected to the new users account overview page which should resemble that below:

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Adding Owners

See the article Configuring Branded and Unbranded Owners.

See Also