Welcome aboard! To ensure you get off to a smooth start, we've prepared a detailed checklist to guide you through the initial setup on our platform. Here's what you need to do:
Registration
Begin by signing up on our platform. Provide the necessary details such as your name, email address, and company information.
Updating Your Privacy Policy and Cookie Banner
Review and update your privacy policy and cookie banner to match your preferences and compliance requirements.
Ensure that your data handling practices are transparent and in line with our platform's guidelines.
Connect RB2B to Slack
Set up your Slack integration to get profile notifications in real-time.
Adding Authorized Users
Add team members or collaborators to your account as authorized users.
Assign appropriate roles and permissions to each user based on their responsibilities and access needs.
Learning Your Way Around the Dashboard
Familiarize yourself with the dashboard layout and features to navigate the platform efficiently.
Utilize available tutorials or help guides to understand the dashboard's full capabilities and how to manage your settings and preferences effectively.
Familiarizing Yourself with the Benefits of RB2B Pro
Upon creating your RB2B account, you automatically receive a 30-day complimentary trial of our RB2B Pro service, with no strings attached. This trial offers you unrestricted access to all our premium features, integrations, and services at no cost. Unlike some services that require credit card information to start a trial, we provide this benefit immediately upon account setup without any need for payment details.
Explore RB2B Pro to understand the additional features and benefits available.
Consider how the advanced functionalities can meet your specific business needs and enhance your productivity.
Familiarizing Yourself with the Knowledge Base
Take some time to browse through our knowledge base, which is filled with helpful articles, guides, and FAQs.
Learn how to effectively use the platform, troubleshoot common issues, and discover best practices to optimize your experience.