# Corporate Account

This guide walks through the complete process of setting up a Corporate Account on the BlueCallom platform — from configuring your profile and registering your company, to adding your first team members.

***

### Overview

A Corporate Account gives you access to the administrative and governance features of the BlueCallom platform. As a System Manager, you are responsible for managing your organization's users, departments, and resources. The setup consists of three phases:

1. Completing your personal profile and connecting it to your company
2. Registering your company on the platform
3. Adding employees to your organization

***

### Phase 1: Complete Your Profile

Before setting up your company, make sure your personal profile is fully filled out.

1. From the **AgenticBlue Home** dashboard, click the **Corp Portal.**
2. Fill in all required fields: Username, First Name, Last Name, City, Country, Email, LinkedIn URL, Company URL, and Business Email.
3. Click **Save** at the bottom of the form.

<div><figure><img src="/files/W0PoCgNJP1tXNh6AWzhC" alt=""><figcaption></figcaption></figure> <figure><img src="/files/t4mgcZAQJ1qDCdRgusiA" alt=""><figcaption></figcaption></figure></div>

At the top of the profile page you will see the message: *"Your profile is not connected with any company."* — this is expected at this stage.

***

### Phase 2: Register Your Company

#### Step 1: Initiate Company Creation

1. At the top of your Profile page, click the **"Create/Update a Company"** button.

<figure><img src="/files/MBObHaG0HLYVPaTczajI" alt=""><figcaption></figcaption></figure>

#### Step 2: Fill In Company Base Information

A **Company Base Information** form will appear. Fill in the following fields:

* Company Name (Mandatory)
* Registration Number
* Company Type
* Revenue
* Company Website
* Account Status
* Company Size
* Company Founded In
* Headline (optional)
* About (optional)
* Logo (optional — click **Edit Logo** to upload)<br>

<figure><img src="/files/Rs5uwhnVKYexxlN21CKr" alt=""><figcaption></figcaption></figure>

#### Step 3: Submit the Request

Once all relevant fields are filled in, click the **Submit** button.

<figure><img src="/files/Wzr654UxIatFsTQhgCNc" alt=""><figcaption></figcaption></figure>

Your request will be reviewed by the BlueCallom team. You will be notified once it is approved.

***

### Phase 3: Access the Updated Dashboard

Once your company is registered and your System Manager role is active, your **My Applications** dashboard will be updated with two new tiles:

* **Corp Portal** — Your central hub for managing departments, countries, and company resources.
* **Sys Mgmt** — Your system management hub showing Function Calls, Mail Servers, Model Sets, and System Functions.

<figure><img src="/files/HS4A1hppWIusho1qZjsp" alt=""><figcaption></figcaption></figure>

***

### Phase 4: Add Your First Employee

#### Step 1: Navigate to the Employees Tab

1. From the dashboard, open the **Team** section.
2. Click on the **Employees** tab in the navigation bar.
3. If no employees have been added yet, the list will show *"No Records Found."*

<figure><img src="/files/qpQH4W5utn1mNeCkToir" alt=""><figcaption></figcaption></figure>

#### Step 2: Open the User List and Add a New User

1. Navigate to the **User List** view (Team | Employees | Connections | My Portal).
2. Click the **"Add New User"** button at the bottom of the list.

<figure><img src="/files/xY5eU4z9CKkEuREG1U1u" alt=""><figcaption></figcaption></figure>

#### Step 3: Fill In the New User's Details

A **Manage Users** dialog will appear. Fill in the following:

* First Name and Last Name
* Personal Email and Business Email
* City and Country
* Organization (e.g. HQ)
* **Organization Role** — select the appropriate role(s) for this user. For a standard team member, check **Teammate**.

Available roles include: Sys Manager, Executive, Organization Manager, Account Holder, Library Manager, Data Manager, Team Manager, AI Developer, and Teammate.

<figure><img src="/files/IOvWxYC16URz3gcjTQuL" alt=""><figcaption></figcaption></figure>

#### Step 4: Save the New User

Click **Save** to confirm. The new employee will receive an invitation to their registered **business email address** and can log in to join the company on the BlueCallom platform.

***

### What the New Employee Sees After Joining

Once the employee accepts the invitation and logs in, their dashboard will reflect their role and access level.&#x20;

***

### Summary

| Step | Action                          | Result                              |
| ---- | ------------------------------- | ----------------------------------- |
| 1    | Complete your profile           | Profile saved and ready             |
| 2    | Click Create/Update a Company   | Company form opens                  |
| 3    | Fill in and submit company info | Request sent for review             |
| 4    | Approval received               | Corp Portal & Sys Mgmt tiles appear |
| 5    | Add new user via User List      | Invitation sent to business email   |
| 6    | Employee logs in                | Employee joins the company account  |


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