> For the complete documentation index, see [llms.txt](https://cnsonline.gitbook.io/client-registration/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cnsonline.gitbook.io/client-registration/role-selection.md).

# Role Selection

### **Company Role**

In the **Select Company Role** section, select the role of the user and click **Next.**

The user can select more than one role or select all available roles for a company by clicking the Select All Icon <img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FPEpeQeGsfUm6vbc6gx9u%2Fimage.png?alt=media&amp;token=cddd11d7-6140-4146-9245-7ee5bf8f64a4" alt="" data-size="line">Checkbox.&#x20;

<figure><img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FnhuRnngyJmYjF3fccU08%2Fimage.png?alt=media&amp;token=7f22ea29-bdba-4563-b6cc-990375eb0d13" alt=""><figcaption></figcaption></figure>

### **Service Provider**

In the **Select Service Provider** Section, the user must select Service Provider(s) for each role. The **Next** button is only illuminated after selecting a Service Provider for all the roles selected.

In the Select Service Provider section, select the location of the services you require. The user can select more than one role or select all available roles for a company by clicking the Select All Icon <img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FcEXzA4yLboGKNIdl5nko%2Fimage.png?alt=media&amp;token=7a0d30b1-7f06-4dac-ad32-e7aff47220bc" alt="" data-size="line">Checkbox.

<figure><img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2Fq0BOZ3oshDsRXytDobA6%2Fimage.png?alt=media&amp;token=23e115fd-9f0f-4d80-a8c8-76f2a7270716" alt=""><figcaption></figcaption></figure>

### Documents

In the Documents section, you can upload a Direct Debit Mandate. Simply download the template, fill in the details and upload the document to this page. Where this is a Mandatory requirement, applications will not be accepted without this **DIRECT DEBIT** information.

**Review and Submit**

Finally, review all the details entered in the form. Select the checkbox at the bottom of the page to acknowledge and to give confirmation of entering into an agreement on behalf of the customer, and accepting the terms and conditions and then click **Submit.**

If any corrections need to be made, click on the Back button at the bottom left corner and this will navigate to the previous page. Tick all boxes to accept the terms and conditions.

<figure><img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FS3OOVZ9s34ZxufLIJ9u1%2Fimage.png?alt=media&amp;token=7523352b-022b-4b4d-ae3c-1cc5a1c2883d" alt=""><figcaption></figcaption></figure>

The following pop-up will appear, click **Yes** to submit.&#x20;

<figure><img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FdM9vVTJ6vJCaiXby04U4%2Fimage.png?alt=media&amp;token=511d45b9-01a4-4922-9e63-1abf59a795aa" alt=""><figcaption></figcaption></figure>

After the submission, the **Company Profile** page is displayed, where the user can find their requested company profile.

The status of this record appears as ***Pending Approval***, as shown in the screenshot.&#x20;

<figure><img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FrWq4HXtafI9iPqFIIVBn%2Fimage.png?alt=media&amp;token=8e23476f-6bb0-48da-8e13-6f7851f9765e" alt=""><figcaption></figcaption></figure>

Users can click on the Company Name to view the application form.

<figure><img src="https://1727697182-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDsTPqsesxL5TIYvP0Uir%2Fuploads%2FKPTK0PauRMAYJdC8EL3h%2Fimage.png?alt=media&amp;token=b81b0822-78fe-401d-ab41-505c55199a02" alt=""><figcaption></figcaption></figure>
