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Add accounts manually

Last updated on Oct 16, 2026

The Accounts page lets you manage existing accounts and create new ones when needed.

How to add an account

  1. Go to People → Accounts.
  2. Click New Account.
  3. Select Create manually.
  4. Fill in the account details.
  5. Click Save.

The account will appear in your Accounts list and can be edited at any time.

💡 Account name is a mandatory field.

If you need to upload accounts in bulk, see the Import accounts from CSV article.