To open a business account, you must be a business with an Australian ABN or ACN.
Select "Account Profile".
There are two types of user via "ADD USER"
1. Administrators. User that has full access to all functions within Accziom.
2. Authors. User that can create services, bundles, proposals, templates, and add prospects. But, cannot sent proposals or access settings.
"Settings-Account Profile"
Entity type: Either A Company, Sole Trader, Partnership or Trust that wants to enter into service contracts using Accziom.
Trading as: This field is pre-filled with either the Company Name or the Partnership Name and can be changed if it is different from the legal entity's name.
Address: The registered address of the business.
Logo upload
Once you save your Account profile, you can upload a logo.
The logo will be used for:
- On emails sent to your clients.
- On the Accziom client portal, your clients sign contracts and can purchase services.
- In the header instead of your account name.
NOTE: Logos can be PNG, JPG, GIF, or SVG and must be below 2MB