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Before you begin creating accounts, it will be helpful to understand the account structures in Canopy.

Any individual account consists of 3 primary building blocks:

  1. Parent account
  2. Child account
  3. Currency account 

 

Introduction to Accounts (video) 

Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account) 

 

With this knowledge, you are now ready to Create a New User Account. 

 

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