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Requesting a new account

This starter article gives you a realistic structure for local guidance. Replace the example wording with your own contacts, systems, approval routes, service timescales, and screenshots.

Accounts & Access overview
Requesting a new account checklist
Accounts & Access next steps

Before you start

Check whether the request, issue, or decision needs approval, evidence, or a specific local contact before taking action.

What to include

  • The person, team, device, room, service, or document affected.
  • The urgency, deadline, or business reason.
  • Any screenshots, reference numbers, approvals, or links that help the owner act quickly.
  1. Confirm the current situation and collect the key details.
  2. Use the approved request route or named owner for this section.
  3. Record the outcome so the guidance can be improved later.

Next steps

Keep the article concise, practical, and specific to your organisation. Add local screenshots where they help users complete the task without needing to ask again.