Multinational CB
  • Getting Started
    • Overview
    • Activation
  • Data Management
    • Overview
    • Certification Bodies
    • Certified Entities
      • Mark CE Data as Confidential
    • Certifications
    • Data Import
      • Certification File Templates
        • XML General Rules
        • Manage Data in XML
      • Data Import Methods
        • File Upload
        • FTP
        • API Integration
      • FTP Settings
      • Global Mapping
        • Data Mapping
          • Data Mapping by Country
          • 🆕 Data Mapping by Sectors
        • Field Mapping
      • Import Activities
      • Import Settings
  • Error Handling
    • Error Handling
    • Resolve Field Mapping Issues
    • Resolve Field Check Issues
    • Resolve Data Mapping Issues
    • Resolve Data Check Issues
  • Settings
    • Accounts
    • Users
    • Settings
      • User Settings
      • Notification Settings
      • Security Settings
  • IAF CertSearch Data Structure
    • Templates
    • Certified Entity and Certification Fields Glossary
Powered by GitBook
On this page
  • Add Accounts
  • Update Account Details
  1. Settings

Accounts

PreviousResolve Data Check IssuesNextUsers

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 have the ability to 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 that have 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.

  • Country (required)

  • Bldg No. / Floor No. / Street (required)

  • City (required)

  • State (optional)

  • Postcode / Zipcode (required)


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

Location

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

  • Country (required)

  • Bldg No. / Floor No. / Street (required)

  • City (required)

  • State (optional)

  • Postcode / Zipcode (required)


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. Enter the updated information in its respective input fields.

  2. Once completed, click the Save Changes button

  3. The account information is now successfully updated