Creating a New Account
ClayHR allows you to create various accounts and use them in the Projects. Here are the steps to manage Accounts in ClayHR:
- Navigate to the “Projects” section and select “Accounts”
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- A comprehensive list of all the accounts created will appear on the screen. Click on the “New Account” button to create a new account.
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- Clicking on the “New Account” button, you will be redirected to the new account page where you can fill in the necessary information required to create an account.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af9ad1a217f45e00dd4_ha84-eWhi3Z24rkm-5sMW57-lVC1NH-dcTZdgHmaC-6QQIbz8L08q5Kx1BnDhWRCAH8WqwvfGlZ9YBSolpBPBuYfgAbkxu0KdYeR9CnL_BykEFh75ZsbmrsEylVfBOtcOSpFznMZ7ilHVAwwKXkcBgE.png)
- Once you have filled in the details, click on the “Save Account” button to save the information.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af998784d30b5b4e5cd_dIMAmInxbjtkYP85_w-ufkDcSviJIBPt957cu_o44I_nkElD4eSXDBvlGQVd1B0YKnSqcFlp2PCCFM3qCEYa5bQjRlEfkWzVzMcHpKRZywYltXHYQUgBIvI7H1e_BzIILdzJxv2ptV1uJBv5YbfMezU.png)
- After saving, you will be redirected to the account view page of that particular account.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af9b499f46b6e2f5891_LjWx5wWoOyFxJ2lArGxVaA26VO8ep4LMR19AgLZJS48hbQVTBmfCJHooJkNF9UtfnSEOAnL4ufVobN_GNiN7MgCT45GYvvblJHcihHDVIriTPEfCx0_awlDRcy2w3E01Cv62irt2SWFhUq_fDvIjrlo.png)
- Any project associated with that account will be displayed under the Projects section on the Account View Page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af964476bd28083c089_1hXjEVZy_9GabWnTg6U6AbIxrYbV4UF2XaKIqaab_bNIr0hIxBmW24YCE8KbbauYfaoOJIZ-LrwJE7WqbvTFe45B6Xn3Ua5mDIK6WsXgEtUjglI94NZyBHCf2xg5QNWguPLKfOOPcx5HlJGl7eqYm38.png)
- Clicking on “Back to Accounts” will redirect you to the Account Home Page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af99105c61f4d510165_edN-QFiu58UlIwbYI0j4GVCMKTWWtSEg1zm-alpkjIzdELQZdJfyv9r49lMOSe8PE_wA7WVaDi12wisDhn81oxU9T5NvLzPYcxuB6zR-Jt0xyn9-3uE7M58Rm-xFEojpW2coUTh6DIH2sYlKnlGyKSI.png)
- Here you can select any account to view its details.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057afa07e8a85550e646c7_EU6f_sN3cGz3Yqqboo_ZJkptlxmBy1ThOXdBNsgMuyVHMYYL-w_v8gq4aJrc_wghLuS8tOCgMRy7WXGb1a5HxI1ZgaL_g5_BwodczmuFHOpP5bFSyyiBtqVI_wxLCwW4wlXvDXdnMrV0Ac_Ba7M82Z4.png)
- Clicking on any account will take you to the Account View page of that particular account.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af925ec0563bd7074ea_H3XpmulV1brY-DWIMBgOKmHXF72ixTWlaJyQfa_t84XxeymtB6vEXBknRDb2LT2HE64qNxcdfiqKk1GNIdPtwfjR4pnvnExzx2LG5nRb_1263M9RcP4VKyzcbUYiVPK-9gZE_MvL6zfa9WpqJlkIeNo.png)
- On the Account Home Page, you can click on the trash icon to delete that particular account.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af9b19d4a5f5850b167_NEHb12YN0SxnADP4O2eV1dqQ-GP4GIqiAgu-27KE1h6xvAX4k5ohU-AXk7tFPC319ljtSuocYJAuOPpJJ5QzoCyQZHryyVDgoo59lhd7_Y-u0AMkArjNKOno1yHMW2WK4SQhBPLSqTu19IIUB0xnVpU.png)
- Clicking on the trash icon, a pop up to confirm deletion will appear. Click on the “Delete Account” button to delete the account.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/65057af9246b11c3f51722c7_ho6P_MTvtPFjc6WjZwNeIagbsP4B-Euboqox-zu8TVJbYF-A6OQRjGihN180aYH3aVV2aS52WzLa08r56KG-D8hO9LO9E7NqdKlZPrFRwL-tAu56mrU15JfI1Gcllpxi-eXV54Zj_HB1L7WRPrwXiYM.png)
- Clicking on the “Delete Account” button will permanently delete that account and redirect you to the Accounts Homepage.
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