How to add accounts to the system

With Repbox being a fully customizable and user friendly system, there are generally two ways to add accounts. Each option is easy and straightforward!

Option 1 allows the user to add accounts individually, while option 2 allows the user to add many accounts at once through a .CSV file.

Option 1:

Step 1: Click Accounts on your top bar - You may need to select "All" to find Accounts

https://lh6.googleusercontent.com/9hHbDUtWPI1-XxGn97ODQZmxoga3u44al7noIfEALP2puHpPmBE3-gMKuspfDl75X4TL_LQWhwRp2_P3Lfib5QVMUofQ7gBaV3d5drz1VeZhURLCi3k2WjAI2IYaxo0lXC5JlollhloHvX0gM94iRP4

https://lh5.googleusercontent.com/4P8rPek5ci4BrCmH9xkURG5VgVwuVcgxg1SZ4NqDRDbXS_GuWlFX7BZb1xdbwiZ6OpaksoJkTINZvK_QkHqYD6blG8dWs5zxZV3LG4YQMJHGKKnhjpHxq-ZUPdSIp2KC5KuP4AdNkcQPpL0c13lUsrI

Step 2: Click "Add Account"

https://lh5.googleusercontent.com/QrrNWMobbTuFrpykdIFkIFwnMR2JrbgsFzv2-Nlcu8zijAfYALD2w34oHZ_r3VSk32Mgc4TJo8dqZ01k-p5fMzdk0hWXpBJ-PUMI05MEPjlEF-deH44BzImbHxQAE_MM84E9JblJ_H4ApN2jKMwG3hE

Step 3: Fill in the appropriate fields.

https://lh3.googleusercontent.com/Z6eZTuzOR9vCHUsybJOkz9oGdO7ytdxvySDlfo2HoBaZnIHK19iZMCczCJBr327Dj3VgLO7GzG8h8P6ElhRfG_f9lg5LrGp8aW1FthCGIZBgTmcmM-X4PUVKNIfvwwV4XvQETh5mYVcP0AX-1xKF7wk

Option 2:

The other option is to fill out our Accounts Template  and import the file.

Step 1: To import Accounts, you must first select the Accounts module.

(See Option 1, Step 1 above)

Step 2: Next, click "Actions" then a drop down list will appear.

Click "Import"

https://lh6.googleusercontent.com/_1kkmpbYiKpbra7o8_pn6DoMtFuAYE9-tJF1MVaM_BMzTl9bpkaKBg1THk2UkRsjhXHpx2Q2nAb5XlkibsijAJcJNU2doI2GE4qK1zRYqUMh1DbJgtzjLTmFzKFBhytsujsG-_dy_ggzMq5eu20C6Gs

(This will be the screen when "Import" is selected)