Creating an FBO account
- Navigate to FBO Accounts from the dashboard
- Click Create FBO Account
- Fill in the required fields:
- First name and last name
- Email address
- Phone number
- Max insured value
- Optionally add a business name
- Click Create
- A welcome email is sent to the account holder
- The account appears in your FBO accounts list
Managing account details
Updating information
Organization admins can update FBO account details including:- Name (first and last)
- Email address
- Phone number
- Business name
Managing addresses
Each FBO account supports multiple addresses:1
Navigate to the FBO account
Click on the FBO account from your accounts list
2
Go to Addresses
Select the Addresses tab
3
Add an address
Click Add Address and select the type:
- Return — used as the default for outbound shipments
- Billing — used for invoicing
- Alternate — additional shipping addresses
4
Fill in the details
Enter the street address, city, state, ZIP code, and country
Client access
Invite clients as Clerk organization members so they can sign in to the vault app and work with FBO accounts in your organization. Org members can typically:- View stored inventory
- Request outbound shipments
- Track shipment status and history
- Manage addresses (depending on role)
Searching FBO accounts
You can search across FBO accounts within your organization by:- First name
- Last name
- Email address
- Business name
Deleting an FBO account
FBO accounts can be soft-deleted by organization admins. A deleted account:- Can no longer hold active inventory
- Retains all history for audit purposes
- Cannot be restored (contact Beach Depositories support if needed)