> ## Documentation Index
> Fetch the complete documentation index at: https://utilified-mintlify-8f4debb2.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Accounts

> Step-by-step guide to creating a new account in UMS — enter company details and legal information, then add sites, connections, contacts, and agreements.

This guide walks you through creating a new account in UMS.

<Steps>
  <Step title="Open the create drawer">
    Navigate to the **Accounts** page from the sidebar and click the **+** button in the top-right corner.

    <img src="https://mintcdn.com/utilified-mintlify-8f4debb2/bs_YMqFgmeOnLr9h/images/accounts/create-account.png?fit=max&auto=format&n=bs_YMqFgmeOnLr9h&q=85&s=c649c7a7f2de02660155333df48afbfd" alt="Create account drawer in UMS" width="1440" height="900" data-path="images/accounts/create-account.png" />
  </Step>

  <Step title="Fill in company information">
    The create drawer opens with the following sections:

    ### Company information (required)

    * **Name** — Enter the business name. This field supports autocomplete to help you avoid duplicates.
    * **Entity Type** — Select the legal entity type (for example, Australian Private Company, Strata-title, Other Partnership).

    ### Legal details

    * **Tax Id** — Enter the ABN or ACN (format: 11 111 111 111).
    * **Location** — Country code (for example, AU).
    * **Tax Url** — Link to the ABR entry for verification.

    ### Status and relationships

    * **Parent** — Optionally link this account to a parent account for hierarchical structures (for example, franchises or multi-site businesses). Use the **Quick Add** button to create a parent account on the fly.
  </Step>

  <Step title="Save">
    Click **Save** to create the account. You are taken to the new account's detail page, where you can add sites, connections, and agreements.
  </Step>
</Steps>

## After creating an account

Once created, you should:

<Steps>
  <Step title="Add sites">
    Navigate to the Sites tab and add physical locations.
  </Step>

  <Step title="Add connections">
    Link electricity, gas, or water meter connections to each site.
  </Step>

  <Step title="Create agreements">
    Set up energy agreements with suppliers. See [Managing Agreements](/guides/managing-agreements) for details.
  </Step>

  <Step title="Link retail accounts">
    Associate retailer account references for invoice matching.
  </Step>
</Steps>