# Create or edit an account

> This is the form for adding a new account or changing the details of an existing one. The fields shown depend on how your organisation is configured.

This is the form for adding a new account or changing the details of an existing one. The fields shown depend on how your organisation is configured.

### Where to find it

- To create: select **Create account** on the account search page.
- To edit: select **Edit account** on an account.

### What you see

- The account form. When editing an existing account its reference is shown at the top.

### What you can do

| Control | What it does |
|---|---|
| **Customer details** | The customer's name or company, email, phone and address. Which fields appear, and which are required, comes from your organisation's form configuration; the fields above are the standard set. |
| **Tags** | Free-text references for finding the account later, for example a policy number. |
| **Save** | Creates the account, or saves your changes to an existing one, and opens it. Rules: [Create an account](/platforms/user-guides/rules-account-create/), [Update an account](/platforms/user-guides/rules-account-update/). |
| **Cancel** | Discards your changes and returns without saving. |

### Things to note

- Creating an account requires account-creation permission; editing requires account-edit permission.
- The set of fields is configured per organisation, so it varies between sites.
- If the account is updated elsewhere while you are editing (for example a payment arrives), you are asked to refresh the form before continuing.