# Creating and setting custom Account Statuses

> Define per-Account-type statuses like Active or Pending review, set a default, edit or deactivate them, and access them in Workflows.

Source: https://help.withpersona.com/articles/6W3ySuKOa8ez3CEbZYHdcj/
Section: Accounts > Introduction > Using Accounts

## Overview

You can define and assign account statuses to represent the lifecycle stages of an account.

> For example, your organization might assign the following statuses to the Business Account Type: Active, Pending review, Deactivated, and Frozen.

ℹ️

Account statuses are scoped to each Account type, <b>not</b> global. This means that each Account type has its own set of statuses to allow for the most flexibility.

## When to use account statuses

Businesses can use Account Statuses to:

- Automatically create cases for review based on account status (e.g. `High-risk` or `Needs review`) to speed up the review process
- Exclude Accounts marked as `Inactive` when pulling recurring reports in order to ensure accurate metrics
- Track stages within their operational process to provide improved visibility to team leads (e.g. volume of Accounts that are `Pending review`)

## Create an account status

Each Account type has its own set of statuses, so if you create a status under one Account type, it only applies to that Account type.

To apply the same status to multiple Account types, recreate it for each Account type.

### Add a new status to an Account type

1.  In the Dashboard’s left-side navigation bar, navigate to **Accounts > Type**.
2.  Click on the Account type to which you want to add a new status, then click on the **Statuses** tab.

    ![CustomAccountStatueses](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/customaccountstatueses.png '1468x516')

3.  Click the **\+ Add Status** button, give it a name, choose a color, and click **Save**.

![StatusColors](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/statuscolors.png '1056x1126')

## Edit an account status

You can rename an account status or make it the default status for all new accounts of this account type.

1.  Click the **•••** button to the right of each status. You will be able to **Edit** or **Deactivate** a status, as well as **Set as Default** status for new accounts of this type.

    ![custom-statuses-2](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/custom-statuses-2.png '2000x668')

## Deactivate or Delete an account status

☝️

Persona cannot delete a status that is currently associated with any accounts.

Deleting is an irreversible action that effectively deletes a status. Deleted statuses are erased from Persona’s system and cannot be retrieved.

- Before you delete a status, update all accounts with this status to have a different status, either manually or by using a Workflow.
- Find the status you wish to delete and click the **•••** button.
- Click Delete.

However, if you want to simply remove a status going forward (while keeping the status on existing accounts), you can **deactivate**, which makes the active status to be inactive.

## How to access status in Workflows

In Workflows, you may want to access and condition off of a status for a given account. You can access using `account.account_status`.