There are two ways accounts are created in PropReports: New accounts can be created manually or automatically when data is uploaded or manually by a Superuser.. Please read the steps below for more information on how to create a new account in PropReports.
Automatic Account Creation
Whenever PropReports receives data for an unrecognized account, a new account is will be created. For accounts automatically created , accounts, you will still need to assign trade fee and schedules and recurring fee plans will still need to be assigned.
Manual Account Creation
You can also create an account manually by following the steps below:
Step 1: Navigate to the " Accounts" page and click "Add Account."
Step 2: Enter a new Account Id ID and click the "Add Account" button. The Account Id
Important: the Account ID must be unique and match the exact Account Id ID used by your vendor.
Step 3: PropReports will navigate automatically to the "Accounts > / Overview" page page. Here you will be able to edit the Accountaccount's settings and fees.
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