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

Step 2: Click "Add Account"

Step 3: Fill in the appropriate fields.

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"

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