Add an Account

Instructions to add a new account.


1. Click on the Company tab in the left navigation bar.

2. Click "Add".

3. Choose to Add an Account or an Agency.

4. Enter a company name in the search bar. Hit "Next". A list will populate if the account already exists.  

If the account exists If the account does not exist
  • You can Add the account for additional business units.
  • If there are multiple business units in your company and if the Account exists on one Business Unit but IS available on another in your company, it will be listed here and you can click on ADD THIS ACCOUNT.
  • You can challenge it. 

Scroll down to the bottom of the page and hit "Add New Company".


Make sure the account name is listed exactly how you want it to appear on your list. Any fields with a red outline are REQUIRED and the request cannot go through unless this information is provided. Once all the information is added, click on ADD ACCOUNT at the bottom of the page. 

Important Points To Note: 

  • You can use the Business Unit checkboxes to choose all or some of your Business Units. 

  • If any of the required fields are missed, once you click on add account, the page will bring you back to the top of the add account page. You may need to scroll to identify the required field that was missed.

  • If you need to assign an Agency to the account, you can use the agency dropdown to choose the agency before clicking on ADD Account.