> ## Documentation Index
> Fetch the complete documentation index at: https://docs.beachdepository.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing FBO Accounts

> Create and manage FBO accounts within your organization

This guide covers how to create and manage FBO (For Benefit Of) accounts as an organization admin.

## Creating an FBO account

1. Navigate to **FBO Accounts** from the dashboard
2. Click **Create FBO Account**
3. Fill in the required fields:
   * First name and last name
   * Email address
   * Phone number
   * Max insured value
4. Optionally add a business name
5. Click **Create**

When an FBO account is created:

* 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

All changes are tracked in the account history.

### Managing addresses

Each FBO account supports multiple addresses:

<Steps>
  <Step title="Navigate to the FBO account">
    Click on the FBO account from your accounts list
  </Step>

  <Step title="Go to Addresses">
    Select the **Addresses** tab
  </Step>

  <Step title="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
  </Step>

  <Step title="Fill in the details">
    Enter the street address, city, state, ZIP code, and country
  </Step>
</Steps>

Addresses can be deactivated when no longer needed. Deactivated addresses remain in the system for audit purposes.

## 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)

<Warning>
  Ensure all inventory has been transferred or shipped out before deleting an FBO account.
</Warning>