Before you begin

You must be a licensed Work 365 user with any Work 365 security role assigned to you to create new accounts. For more information, see Security Roles and Permissions.

Create a new Account from the Accounts view

All customer data is related to the customer Account. As such an Account is the starting place for all customer relationships within Work 365.

1. In the left-hand navigation, go to Common > Accounts.
2. In the top command ribbon, select ➕New.
3. In the Account form, fill in the basic account information, and then click 💾Save.

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The Account is created