> For the complete documentation index, see [llms.txt](https://docs.adalysis.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.adalysis.com/onboarding/getting-started/account-organization/onboarding-a-new-account.md).

# Onboarding a new account

Suggested workflow for onboarding a new account within Adalysis

The first step when adding a new account to Adalysis is to [link it](/onboarding/getting-started/account-organization/linking-accounts.md). If you already have preferred Adalysis settings, it's likely you'll then want to customize it.

### Automatically apply your preferred settings

The easiest way to customize new accounts is the [global settings](/tools/audit/global-settings.md). All the settings you save here will appear automatically in the newly linked account without any further steps. These settings include:

* Performance monitors
* Customized prebuilt alerts (and associated automatic actions)
* Disabled prebuilt alerts

### Manually copy your preferred settings

You can also apply your existing settings to the new account as follows:

**Performance monitors**: To copy an existing monitor to a new account, navigate to the existing account, open its performance monitors and use the option below.

<figure><img src="https://3203600314-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGlXujWJyreRidNjZDCw2%2Fuploads%2FIXzFsVNa7JzVLCjH9KkQ%2Fimage.png?alt=media&amp;token=6107cd83-b082-488e-99fd-e9ba22cf7529" alt=""><figcaption></figcaption></figure>

**Prebuilt audit settings**: To copy a customized prebuilt alert to a new account, navigate to that account setting in the existing account. Click **Save changes** and you'll have the option to save the setting to your new account:

<figure><img src="https://3203600314-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGlXujWJyreRidNjZDCw2%2Fuploads%2FzqNU5OZI3hFZggfVXP0j%2Fimage.png?alt=media&amp;token=09a791d6-8d54-430a-99ca-4bf433cd5510" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3203600314-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGlXujWJyreRidNjZDCw2%2Fuploads%2F9ZJf0w1cFmbS2x4ajkSN%2Fimage.png?alt=media&amp;token=22ca9752-f263-4f05-ae98-0d634a4eeecf" alt="" width="338"><figcaption></figcaption></figure>
