Creating Accounts

Location

Admin Panel: `/admin/accounts` → Click "Create Account" button

Required Information

1. Account Name (required)

   • Organization/company name
   • Example: "BlueLine Fire Department", "BrassKey Security Services"
   • Must be unique within deployment

2. Billing Email (required)

   • Primary contact for invoices
   • Example: "billing@blueline.org"
   • Must be valid email format
   • Can differ from member emails

3. Billing Address (required)

   • Complete mailing address for invoices
   • Fields: Street, City, State/Province, Postal Code, Country
   • Used for QuickBooks invoice generation

Optional Information

4. QuickBooks Customer ID (optional)
   • Links account to existing QuickBooks customer
   • Format: QB-assigned customer ID
   • Leave blank for new QuickBooks customers
   • System auto-syncs if QuickBooks integration enabled

Creation Workflow

Step 1: Open Creation Form

• Navigate to `/admin/accounts`
• Click "Create Account" button
• Form modal opens

Step 2: Enter Account Details

``` Account Name: BlueLine Fire Department Billing Email: billing@blueline.org

Billing Address: Street: 123 Main Street City: Springfield State: IL Postal Code: 62701 Country: USA

QuickBooks ID: [optional - leave blank or enter existing ID] ```

Step 3: Submit

• Click "Create Account" button
• System validates all required fields
• Account created with ACTIVE status
• Redirects to account detail page

Backend Process:

• Validates billing email uniqueness
• Creates Account record with UUID
• Logs `account.created` audit event
• Returns account detail with empty members array