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

# Register or Add a SaaS Account (Provisioning)

> Learn how to provision new SaaS accounts.

From the service view, you can register or add new accounts in supported SaaS applications. This page explains how to provision one account for a single SaaS service.

* For the list of supported SaaS services, see the "Provisioning (New/Additional Registration)" column under "Account Lifecycle" on the [Connectable SaaS List](/en/integrations/ey32ki15er-function). Support for additional services is expanding continuously.

### **Registration Steps**

#### **Prerequisites**

Before registering a new account, go to **Integrations > Status** and check the integration status of the target SaaS.

Some SaaS services require re-linking to grant additional permissions. If the integration status shows an error, you cannot provision accounts. Follow the steps in [Troubleshoot / Re-link: Failing to Connect with a Cloud Service](/en/it-management/saas-management/93nahw45is-trouble), complete the [re-linking process](/en/it-management/saas-management/93nahw45is-trouble#re-linking), and confirm the integration status is healthy before trying again.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-13-54-28.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=3b1a600e1fccf4dbe93131dd53dfcace" alt="Screenshot" width="800" height="43" data-path="images/it-management/f9i1kx9ylf/2026-06-07-13-54-28.png" />

<h4 id="service-add-provisioning">
  **Add an Account from the Service View**
</h4>

Follow these steps to provision one account for a SaaS service.

1. Go to **Services**, select the service, click the three-dot menu ［︙］ at the far right, and then click **Add Account**.
   Note: The \[Add Account] button only appears for services that support this feature. See the [Connectable SaaS List](/en/integrations/ey32ki15er-function) for details.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-13-55-45.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=8049b2b2e5684494ca33c17f74d8bd8b" alt="Screenshot" width="800" height="190" data-path="images/it-management/f9i1kx9ylf/2026-06-07-13-55-45.png" />

2\. Select the workspace to add the account to. To add the account to an existing employee account, select the employee from **Select Employee Account**. For a brand-new registration, select only the workspace without choosing an employee.
Note: For custom apps, you cannot select a workspace.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-14-02-34.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=533611574ba1cab878382cebb2972fd4" alt="Screenshot" width="800" height="726" data-path="images/it-management/f9i1kx9ylf/2026-06-07-14-02-34.png" />

3\. Fill in the required fields for the new account and click the **Add Service** button.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-14-02-44.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=95105cb7b1d6a6e9486b5fb56d3b7f1e" alt="Screenshot" width="522" height="1130" data-path="images/it-management/f9i1kx9ylf/2026-06-07-14-02-44.png" />

4\. Confirm the account addition.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/image.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=616425113370f43d665ff4a66e52e9b9" alt="Screenshot" width="485" height="238" data-path="images/it-management/f9i1kx9ylf/image.png" />

5\. When registration completes successfully, a confirmation screen appears.
If it fails, an error message explains the cause — follow the instructions to resolve the issue.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-14-05-54.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=e6a05c43ac4229e5e76a877014db06ab" alt="Screenshot" width="800" height="300" data-path="images/it-management/f9i1kx9ylf/2026-06-07-14-05-54.png" />

#### **Add a SaaS Account to an Existing Account**

Follow these steps to provision an additional SaaS account for an existing employee account.

1. From the Account menu, select the account you want to add to, click the three-dot menu ［︙］ at the far right, and then click **Add Service**.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-13-56-35.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=7d2470136b47a8d4e0ebfc49d68aa379" alt="Screenshot" width="800" height="185" data-path="images/it-management/f9i1kx9ylf/2026-06-07-13-56-35.png" />

2\. Select the SaaS service you want to provision.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-13-56-53.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=ce113c05a79e7bfa73ad48bbca95a059" alt="Screenshot" width="800" height="597" data-path="images/it-management/f9i1kx9ylf/2026-06-07-13-56-53.png" />

3\. Select the workspace to add the account to. The remaining steps are the same as in [**Add an Account from the Service View**](#service-add-provisioning) above.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-13-57-01.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=60785e48a743aafe78f4eebb5849b526" alt="Screenshot" width="796" height="598" data-path="images/it-management/f9i1kx9ylf/2026-06-07-13-57-01.png" />

### **Verifying the Result**

Confirm that the provisioned account appears in the SaaS service's own interface.

You can also check the result under **Integrations > Integration Logs** by filtering with **Other Filters > Created**.

<img src="https://mintcdn.com/moneyforwardi/ZpErKAYHJbOAvuqH/images/it-management/f9i1kx9ylf/2026-06-07-13-57-13.png?fit=max&auto=format&n=ZpErKAYHJbOAvuqH&q=85&s=244ac33813c56048449303cdc158e2a2" alt="Screenshot" width="800" height="208" data-path="images/it-management/f9i1kx9ylf/2026-06-07-13-57-13.png" />
