Managing Business Units and Accounts › Accounts › Add an Account

Add an Account

An account can represent a corporate unit, a regional office, an individual user, or a logical group of them. You can add an account so that you can bill it for services that it has requested or subscribed to.

To add an account

1. Select Administration, Business Units from the main menu.
2. Expand the business unit tree to find the business unit to which you want to add an account.
3. Click the business unit name
4. Click Add Account.

   The Add a New Account page appears.

5. Complete the fields on the Add a New Account page.
6. Click OK.

The account is created.

Add a New Account Page

When you add an account, the Add a New Account page appears. You complete the fields on this page to configure the new account to meet the needs of your organization.

The following fields on the Add a New Account page may require explanation:

Opened Date

Specifies the date when the account becomes part of your organizational structure, in local time.

Status

Specifies whether the account is open or closed.

Note: A closed account cannot request or subscribe to a service. You cannot run invoices for a closed account after the final billing run is completed for the billing period during which the account was closed.

Primary Contact Information

Specifies the user ID of the primary contact for the account.

You can do the following:

• Click the Search (magnifying glass) icon to search for and select a user.
• When you select a user, the fields are filled with the available data for the selected user. Some fields may remain empty.
• Click the Remove (trash can) icon to clear the existing user data.

Location Information

Specifies details about the location of the account.

Note: All CA products using the same MDB share location data. Therefore, be careful when you edit location information.

You can do the following:

• Click the Search (magnifying glass) icon to search for and select a location.
• When you select a location, the fields are filled with the available data for the selected user. Some fields may remain empty.
• Click the Remove (trash can) icon to clear the existing location data.
• Click the Add (plus sign) icon to add a new location manually in the fields provided.
• Click the Edit (pencil) icon to edit the location fields manually.

Account Settings

Specifies the list of users associated with this account. Usage-based billing references these users.

You can do the following:

• Click the Search (magnifying glass) icon to search for and add a user.
• Select an existing user in the list and click the Remove (trash can) icon. This action removes the user from the account.
• Click the Add (plus sign) icon to add a new location manually in the fields provided.

Note: When a user creates a request for the first time, the Catalog system creates a request-related account for the user.