Organisation accounts
Organisation Accounts (company / entity clients) live under /orgs/{orgId}/company-accounts.
List and create
- Open Organisation Accounts.
- Create runs a wizard similar to Individual accounts.
- You can capture an initial contact (SPOC / POC) during create when prompted.
Detail page
Tabs typically include:
- Basic details and addresses
- Contacts — people to reach at the company
- Assignees
- Services — filings and subscriptions
- Portal credentials (if enabled)
- Lifecycle CTAs (submit, approve, disable)
Link people to companies from Individual or Organisation detail when association features are available.
Lifecycle
Same pattern as Individual accounts: draft → submit → pending → approve/reject → active.
Who can do this
| Action | Admin | Member |
|---|---|---|
| List / open Organisation Accounts | Yes (typical) | If granted |
| Create / edit / contacts | Yes (typical) | If granted |
| Approve / reject | Yes (typical) | Only if granted |
| Manage assignees | Yes (typical) | If granted |
Open in CARA: Open Organisation Accounts
Next: Approvals and assignees.