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

# Creating an Alias Account

> Set up an Alias Account in the CRM to give a Holder a friendly identifier for their underlying Account.

To create an Alias Account, follow these steps:

<Steps>
  <Step>
    Go to the **Alias Accounts** page and click the **New Alias Account +** button.
  </Step>

  <Step>
    A window will open where you can specify the information about the account.
  </Step>

  <Step>
    Fill in all the necessary information and click **Create Alias Account**.
  </Step>

  <Step>
    If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Alias Account.
  </Step>
</Steps>