No results found. Ask us directly:

How to create a new account type?

Last updated: April 5th 2026 · Status: Validated · Article ID: 3693121

💻 Environment/Context

  • Account type
  • Users
  • Configure

 

In order for you to create a new account type, the Users > Can create account types permission should be enabled on your account. 

If you don't see it, reach out to your admin or refer to the Account Type Permissions Overview article for more information.

 

 

❓ Issue/Question

  • How to create a new account type?

 

👌 Resolution/Answer

  • Go to the Configure > Users section
  • Click on the Account types tab

 

  • Click on New button
  • Type in the name of the new account type
  • Select an already existing account type to duplicate its permissions, or select None

  • Enable the following toggles if needed:
    • External group - Toggle ON to require external group assignment when creating users with this account type. See example below:
    • Requires team - Toggle ON to require team assignment when creating users with this account type. See example below:
  • Click Create

 

🔖 Notes