How to Create a New Account

Whether you're onboarding a new client or setting up a new location, creating a new Account in SiteOwl only takes a couple of minutes.
 

In this article, you'll learn how to create a new Account if you're a Headquarters Administrator.
 

Creating a New Account

1. Go to Accounts in the left-hand menu bar.
    
2. Click + New Account in the top-right corner.
    
3. Enter the Account Name. This is required, and must be unique across your Headquarters — you'll get an error if the name already exists.
    
   • Need to connect to an Account that already exists? Reach out to your Account's SiteOwl Administrator instead of creating a new one. 
      
4. Add an Email Address and Phone Number, if you'd like. Both are optional.
    
5. Choose a Unit of Measurement (e.g., Feet). This controls how lengths — like plan scale, device height, and coverage range — are entered and displayed throughout the Account.
    
6.  Decide how to handle Favorites:
    
   • Don't copy Favorites — start the new Account with a blank slate.
   • Import Favorites from — search for and select an existing Account to copy its saved device presets into the new one.
      
7. Click Create. Your new Account will show up in your Accounts list right away.
    

A Few Things to Know

• Account names are unique — if the one you want is taken, try adding a location or identifier (e.g., "Acme Hardware - Dallas").
• Favorites won't carry over automatically. If you skip the import step, the new Account starts without any saved presets until someone adds them.
   

What's Next

Now that your Account is created, you might want to check out How to Add Users to Your SiteOwl Headquarters to start inviting your team.
 

Need More Help?

If you have questions about this process or run into any issues, contact [SiteOwl Support] or visit the SiteOwl Help Center for more guides like this one.