> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Account Request

> Request a BizBone system account for an employee, with the roles, account type, and status the account should have.

A Create Account request asks IT to create a BizBone account for an employee, such as a new hire, with the roles they need. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.

## Create a Create Account Request

### Prerequisites

Before submitting a Create Account request:

* You must have an active employee account.
* The employee must already exist in HR. Their name and emails are filled in from the employee record.

<Steps>
  <Step title="Navigate to Requests Module.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Nav.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=d63df729a01c85604b3c8b4aaaaa39d8" alt="RQ Nav" width="2178" height="1040" data-path="images/RQ-Nav.png" />
    </Frame>
  </Step>

  <Step title="Click Add Request.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Add.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=1579b8acf59755f64870e77afba1545d" alt="RQ Add" width="2178" height="660" data-path="images/RQ-Add.png" />
    </Frame>
  </Step>

  <Step title="Select Create Account as the request type.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CA-Type.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=f969657e072d9ca8a0584d00338ca40e" alt="RQ CA Type" width="2064" height="594" data-path="images/RQ-CA-Type.png" />
    </Frame>
  </Step>

  <Step title="Complete the required information.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CA-Form-1.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=c265265e1bf4d8fcf100bf8e82a58a66" alt="RQ CA Form 1" width="2064" height="1784" data-path="images/RQ-CA-Form-1.png" />
    </Frame>

    ### Request Information

    | Field       | Description                                             | Required | Example                                                    |
    | :---------- | :------------------------------------------------------ | :------- | :--------------------------------------------------------- |
    | Subject     | A short title describing the request.                   | ✓        | Create Account - New Hire John Doe                         |
    | Due Date    | The expected completion or review date for the request. | ✓        | October 9, 2026                                            |
    | Priority    | Indicates the urgency of the request.                   | ✓        | Medium                                                     |
    | Description | Additional details or reason for the request.           |          | Create a system account for a new hire starting next week. |

    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CA-Form-2.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=db7be0905405599f4de789f53a1ebf6d" alt="RQ CA Form 2" width="2064" height="1784" data-path="images/RQ-CA-Form-2.png" />
    </Frame>

    ### Create Account

    | Field                                   | Description                                                                                     | Required | Example                                             |
    | :-------------------------------------- | :---------------------------------------------------------------------------------------------- | :------- | :-------------------------------------------------- |
    | Employee Name                           | Employee who needs the account.                                                                 | ✓        | John Doe                                            |
    | First Name / Middle Initial / Last Name | Employee's name from the employee record.                                                       | Auto     | John Doe                                            |
    | Personal Email / Work Email             | Employee's emails. The work email is used to sign in.                                           | Auto     | [john.doe@company.com](mailto:john.doe@company.com) |
    | Role                                    | One or more roles that set what the account can access. New Hire is included for new employees. | ✓        | HR Manager, New Hire                                |
    | Account Type                            | Tenant, User, Partner, or Candidate.                                                            | ✓        | User                                                |
    | Status                                  | Whether the account is Active or Inactive when created.                                         | ✓        | Active                                              |
  </Step>

  <Step title="Click Add to send the request for approval.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/uAxL86C2Fr4IQ4PA/images/RQ-CA-Add.png?fit=max&auto=format&n=uAxL86C2Fr4IQ4PA&q=85&s=83ec2f5e3b54b3ada4d00174f423f6c4" alt="RQ CA Add" width="2064" height="416" data-path="images/RQ-CA-Add.png" />
    </Frame>
  </Step>
</Steps>

<Info>
  After approval, the account is created in **Administration Management**. If the employee is onboarding, the account item in their onboarding checklist is checked off automatically.
</Info>

## Review a Create Account Request

To review a submitted Create Account request and approve, reject, or discard it, see **IT Management >** [Requests](/erp/it/requests).

## Manage the Create Account Business Process

To manage the workflow for Create Account requests, see **Admin > Business Processes >** [Business Processes Overview](/erp/admin/business-process-overview).