Creating a New Primary Account

This article will guide you through the process of creating an account and explain the roles and responsibilities associated with being a primary account owner.

Creating a New Primary Account

When you first create an account on TrustReq, you will be asked to determine if you are going to be the primary account owner. This step is crucial as it defines your role and responsibilities within the TrustReq platform.

Question: Are you going to be the primary account owner? You will be presented with options to confirm your role. Select the appropriate choice based on your situation.

Primary Account Owner Responsibilities

If you select "Yes" to being the primary account owner, you will be responsible for:

• Inviting New Team Members: As the primary account owner, you will have the authority to invite new members to your team. This involves sending invitations and managing the onboarding process for each new user.

• Managing Billing and Payments: You will handle all billing and payment tasks. This includes paying the fees associated with each team member's account, ensuring that your team’s subscription is current.

• Overseeing Executive Functions: The primary account owner is responsible for all executive functions typically associated with owners, such as setting up account permissions, managing team settings, and overseeing compliance requirements.

Note: If you are attempting to join a pre-existing "team" on TrustReq, you are not the primary account owner. In this case, you should contact the existing primary account owner to be invited to their team.

Setting Up a New Team

Selecting "Yes" and completing the account creation process will register an entirely new team on TrustReq with no pre-existing members in it by default, except yourself. This setup is ideal for new firms or teams starting fresh on TrustReq.

Subscription Requirement

Please note that TrustReq does not offer free trials at this time. As part of the account creation process for new primary accounts, you will be required to subscribe to our standard plan. This means you will need to submit your credit information during account setup to complete the subscription. This ensures immediate access to all the features and tools TrustReq has to offer, enabling you to start managing your team's activities right away.

Joining an Existing Team

If you are joining an existing team, you should not create a new primary account. Instead, ensure you have been invited by the current primary account owner of the team you wish to join. They will provide you with access and include you in the team’s subscription.

Managing Your Account

Once your account is set up:

1. Log in to TrustReq: Access your account at TrustReq Login.
2. Navigate to Account Settings: Go to the ‘Settings’ to manage your account details.

3. Invite Team Members: As a primary account owner, invite team members by entering their email addresses and sending invitations.

4. Handle Billing: Manage your billing information and view invoices in the ‘Billing’ section. TrustReq partners with Stripe to ensure a seamless and secure billing experience, accessible through the self-serve portal in your TrustReq dashboard.

By understanding these roles and processes, you can effectively manage your account and team on TrustReq. If you have any further questions or need assistance, please contact our support team at [e-mail].

We hope this article helps you understand how accounts work on TrustReq. Welcome aboard!