Adding House Accounts in Command Center One

1. Navigate to https://rrtportal.rrtusa.net/menu/menu-items-all

2. Select the location you wish to add the house account

3. Click on the Customer icon under the Security section on the left hand navigation toolbar

4. Click "Manage House Account"

5. The customer must be a registered customer. Search for the customer by email address

6. Click "New House Account" to provide the customer with a house account

7. Fill out the name and account code that the customer will use to access the house account

8. The agent instructions and customer message fields are not mandatory but may be used to facilitate messaging

9. Enter the Default Order Limit & Max Balance Limit for the customer's house account

10. A figure may be entered to suspend the house account if the limit is exceeded

11. Click "Add" to finalize the set up process

12. Click "Search" to validate the house account is in the system. If the customer populates then you are finished