Accounts in OnRamp

Last updated: February 18, 2026

Accounts are the foundation of your customer records in OnRamp.

They group together:

  • Projects

  • Users

  • Notes

  • Data fields

  • CRM connections

  • Branding elements (like logos)

Think of an Account as the container for everything related to a single customer.

What Is an Account?

An Account represents a customer company in OnRamp.

Every project must belong to an Account.
Every customer user belongs to an Account.

This keeps reporting, visibility, and CRM syncing aligned.

How Accounts Are Created

There are three primary ways Accounts get created.

1⃣ Manually Create an Account

You can create an Account directly inside OnRamp.

To create one manually:

  1. Navigate to Accounts in the left-hand menu

  2. Click + Create

  3. Enter the account name and details

  4. Save

You can later link this Account to a CRM record through your integration.

Best for:

  • Internal-only projects

  • One-off onboarding

  • Pre-CRM setup

2⃣ Automatically via Workflow (CRM-Driven)

If you're using Workflows for project automation:

When your CRM trigger runs and creates a project:

  • OnRamp will automatically associate it with an existing Account

  • Or create a new Account if one doesn’t exist

This keeps CRM and OnRamp aligned without manual effort.

Best for:

  • Scaled onboarding

  • Closed-won automation

  • Standardized implementation processes

3⃣ On the Fly During Project Creation

When manually creating a project, you can create an Account in the same step.

In the Account field:

  • Start typing the company name

  • If it doesn’t exist, select Create Customer

OnRamp instantly creates the Account and assigns the project to it.

Best for:

  • Quick starts

  • One-off projects

  • Early-stage customer setup

What Lives Inside an Account

Accounts are more than just a name.

📁 Projects

The Projects tab shows:

  • Active projects

  • Completed projects

  • Archived projects

This gives you a full lifecycle view of the customer relationship.

👥 Users

The Users tab shows:

  • All internal users associated with the account

  • All customer users invited to projects

This makes it easy to see:

  • Who has access

  • Who’s participating

  • Who may need to be added or removed

📝 Notes

Use account-level Notes to:

  • Capture strategic context

  • Log relationship updates

  • Record high-level discussions

These sit above any one project.

🗂 Data Fields

Accounts can store custom data fields such as:

  • Industry

  • Segment

  • Contract Type

  • Customer Tier

These can be used for reporting.

🖼 Account Logo

You can upload a logo to an Account.

That logo:

  • Appears in the customer portal

  • Improves branding

  • Creates a more polished experience

It’s a small touch that makes onboarding feel more intentional.

🔗 External Object Link (CRM)

If connected to Salesforce or HubSpot:

The Account can display its linked CRM record.

This allows:

  • Workflow alignment

  • Clean data reporting

Why Accounts Matter

Strong Account structure enables:

  • Clean CRM integration

  • Accurate reporting

  • Better portal branding

  • Clear user grouping

  • Organized project history

Without Accounts, everything becomes fragmented.
With them, everything stays aligned.

Best Practices

✔ Always confirm Account mapping in Workflows
✔ Upload logos for customer-facing polish
✔ Use Account data fields for segmentation
✔ Avoid duplicate Accounts (especially when using automation)
✔ Link to CRM early for clean syncing

Accounts are simple — but they’re structural.

Get them right, and everything else in OnRamp runs smoother.