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  • Add Accounts
  • Update Account Details

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  1. Settings

Accounts

PreviousHandling CE RecordsNextUsers

Last updated 10 months ago

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When you activate an Accreditation Body account, a Head Quarters (HQ) account is created automatically.

The HQ account serves as the master account where you can manage your AB profile information, users, and accounts.

Prerequisite:

  • Only the Head Quarter Account (HQ) can add and edit the Accounts

  • The invited account holder must activate via the Activation Link


Add Accounts

Under Accounts, it is possible to create another AB Sub Account.

Sub Accounts are ideal for ABs with subsidiaries or in different locations or scheme focus.

To add an Account:

  1. go to the Accounts page

  2. Click the Add Account button

  3. You'll be redirected to an Add Account form

Location

Note: City, State, and Country will appear on the live profile, the full address will be private.

Field Name
Requirement
Example

Country

Required

United States

Bldg. No. / Floor No. / Street

Required

1234 Elm Street

City

Required

Springfield

State

Optional

IL

Zipcode/Postcode

Optional

62704

Account Information

The Account Name will appear in the enquiry form on the live profile and the enquiry will be sent to the email below.

  • Account Name (required)

  • Account Email (required)

  • Key Contact Name (required)

  • Account Website (optional)

  1. Once completed, click the Submit button

  2. The additional Account is now added to your Accounts list

  3. An activation link will be sent to the Account


Update Account Details

To update the account details:

  1. go to the Accounts page, look for the account you want to update

  2. Under the actions column, click the View button

  3. Click the Edit button

  4. Look for the information you want to update

  5. Enter the updated information in its respective input fields.

  6. Once completed, click the Save Changes button

  7. The account information is now successfully updated