# Configure Account Types

_Administrator Guide › Configuration › General Settings_

![Configure Account Types](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5593b4ab7f9ff59642c521079003383a.png)
*Account Types — Configurations › General Settings › Account Types*

## Overview

Use **Account Types** to maintain the account-type records available in the application. Administrators use this configuration area when the organization needs to add or review classifications such as customer or business-account categories. Account Types are configured centrally from **Configurations > General Settings > Account Types**.

## Before you start

- Sign in to the application before opening the configuration area.
- Ensure that you have access to **Configurations** and **General Settings**.

## Steps

1. On the application navigation bar, select **Configurations**, then select **General Settings > Account Types**.

2. Review the existing account-type records to identify whether the required classification is already available. The screen contains account-type entries such as end-user, contractor, and engineering classifications.

3. To begin adding an account type, select **New**.

4. Complete the account-type details presented by the application and apply the required configuration.

> **Note:** The application enforces required information when configuring account types. Complete all required entries before finalizing the record.

> **Warning:** Where the application applies a format rule, enter only the permitted characters. The validation rule accepts underscore (`_`), hyphen (`-`), and period (`.`) characters.

## Tips & cautions

> **Tip:** Review existing account types before selecting **New** to avoid creating a duplicate classification.

> **Note:** Account Types are general configuration records. Configure them before users need to classify accounts in sales, purchasing, warehouse, project, or finance processes.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| You cannot open **Account Types**. | You are not signed in or do not have access to the configuration area. | Sign in and open **Configurations > General Settings > Account Types**. |
| A required-entry validation message is displayed. | One or more required values have not been completed. | Complete the required information shown by the application. |
| A format validation message is displayed. | A value contains characters outside the permitted format. | Revise the value to use only the accepted characters: underscore (`_`), hyphen (`-`), and period (`.`). |

## Result

The **Account Types** configuration area is available for maintaining account-type classifications.

## Related pages

- [Configure Activity Purpose](doc:activity-purpose)
- [Configure 2 Factor Authentication](doc:2-factor-authentication-guide)
- **Configuration — Learning Path**
- [Configure Cancellation Reasons](doc:cancellation-reasons)
- [Configure Cost Items](doc:cost-items)
- [Configure Delivery Terms](doc:delivery-terms)
- [Configure Guarantee Types](doc:guarantee-types)
- [Configure Inquiry Status](doc:inquiry-status)
- [Configure Lost Reasons](doc:lost-reasons)
- [Configure Account Managers](doc:account-managers)
- [Configure Attachment Categories](doc:attachment-categories)
- [Configure Branches](doc:configuration-company-branchs-edit-record)
- [Configure Flags](doc:flags)
- [Configure Frequent Currencies](doc:frequent-currencies)
- [Configure Market Segments](doc:market-segments)