Individual accounts

Individual Accounts are person clients of your firm (/orgs/{orgId}/person-accounts).

List and create

1. Open Individual Accounts.
2. Search or filter the list.
3. Create opens a wizard (basic details, addresses, and related fields).
4. Save as draft or continue through the lifecycle below.

Bulk import may be available when your designation allows it.

Detail page

Open an account to work with tabs such as:

• Basic details and addresses
• Assignees (owners / sub-owners)
• Associated companies
• Services — filings (service instances) and subscriptions
• Portal credentials (if that module is enabled)
• Lifecycle actions (submit, approve, disable, …)

Lifecycle

Typical status flow:

1. Draft — data entry
2. Submit for approval
3. Pending — waiting on approver
4. Approve or Reject
5. Active — operational; can be disabled later

Approvals also appear on Home queues. See Approvals and assignees.

Who can do this

Action	Admin	Member
List / open Individual Accounts	Yes (typical)	If granted
Create / edit	Yes (typical)	If granted
Approve / reject	Yes (typical)	Only if granted
Manage assignees	Yes (typical)	If granted

Open in CARA: Open Individual Accounts

Next: Organisation accounts.