Creating a New Account in CIPERB

This guide walks you step-by-step through creating customer accounts in CIPERB —searching and selecting the customer, creating and classifying the account, and completing setup with delivery, contact, and site details. It also shows how to assign approvers, save changes with reasons, and review the audit log to confirm everything is correct. Follow it to ensure accurate, auditable account creation.

Mary Ann Feliciano
23 steps
3 minutes

Customer Search

Click '**Customer**' module.

Click '**Search Customer**' module.

Under **Customer Type**, select **Organization** or **Person** (First name, Last name) as needed.

Initiate a search of the customer name by entering it into the **Customer Name** field

The search will default the inquiry to "**Contains**", but the **Customer Name** search can be substituted to the following via the **Filter**: 1. Contains 2. **[[Starts with]]** 3. **[[Exact Word Match]]** 4. **[[Full Match]]**

Select desired **Account Type:** 1. **[[Sponsored Projects]]** 2. **[[Clinical Trials]]** 3. **[[Others]]**

Click "SEARCH"

1. [[IF a customer match is found, the name will populate below to reveal all associated ]]**[[Accounts]]**[[ under that ]]**[[Customer Name]]** 1. [[If the desired ]]**[[Account]]**[[ is not found (i.e. the accounts do not match the Department Type), and one is still required for the department, continue ahead to]]**[[Creating a New Account]]**

Click 'View Customer'.

Click 'Add Account'.

Account Creation

[[New window pops up to ]]**[[Add New Account for (Customer)]]** 1. **Account Name**: [[leave blank (will auto-populate after required fields are completed below)]] 2. [[Select]] **[[Sponsored Projects]]** 1. **[[Sponsored Projects]]** [[(do not select - a request must be made directly to SPF for new customers and accounts)]] 2. **[[Clinical Trials]]** [[(do not select - a request must be made directly to SPF for new customers and accounts)]] 3. **[[Non-Sponsored Project]]** **[[Search/Select Owning Org]]**

**[[Select Business Types]]** 1. [[Conference and Event Services]] 2. [[Consulting Services]] 3. [[Donations and Contributions]] 4. [[Facility Rentals]] 5. [[Licensing and Intellectual Property]] 6. [[Memberships]] 7. [[Product Sales]] 8. [[Real Estate Rentals]] 9. [[Service Agreements]] **[[CREATE ACCOUNT]]**

[[New window pops up requiring the following information to ]]**[[Create Account]]** 1. **[[Customer Class]]** 1. [[Federal]] 2. [[Foreign]] 3. [[Local]] 4. [[Private]] 5. [[Public Sector Companies]] 6. [[State]] 7. [[UC Campus]] **[[SAVE]]**

[[New window pops up requiring the following information to ]]**[[Confirm Changes]]** 1. **[[Valid approved by is required:]]**[[ select Department Manager that approves this action (Last Name, First Name)]]

Enter a reason and click 'CONFIRM & SAVE'.

Account Setup

[[In the ]]**[[Account Profile]]**[[ page:]] 1. [[Select the ]]**[[Preferred Delivery Method]]**[[:]] 1. **[[E-Mail]]** [[(invoices will be automatically delivered by the system to the customer)]] 2. **[[Paper]]**[[ (departments will be responsible for sending invoices to the customer)]] **[[SAVE]]**

Contact and Site Details

Enter the contact's name and email address.

Enter the contact's phone number and click 'SAVE'.

[[In the ]]**[[Account Site]]**[[ page, enter the following information:]] 1. **[[Site Name:]]** [[Account Description can be entered here if desired (e.g. BFS - service agreements)]] 2. **[[Select Bill to address for SHIP_TO:]]** [[auto-populates from address entered into fields]] 3. **[[Address, City, State, Postal Code]]** 4. **[[Primary/Secondary Purpose]]** [[(leave default settings as is)]] **[[SAVE]]**

Assign the contact to the site and click 'SAVE'.

Audit and Review

Review the account summary and click 'CLOSE'.

Click 'Change History' to view the audit log.

View the final account summary and click 'CLOSE'.