Every RB2B user can manage and update their own personal account details directly within the dashboard. This includes editing your first name and last name, which appear throughout the RB2B interface, reports, and internal communications.
How to Update Your Name in RB2B
To change your first or last name:
Navigate to the bottom-left corner of your RB2B dashboard.
Click the Account Details button to open the dropdown menu.
Select Account Settings.
In the Users tab, you’ll see a list of all users associated with your company account.
Locate your user profile in the list.
Click the three vertical dots (⋮) in the top-right corner of your user card.
Select Edit User Details from the dropdown menu.
Update your First Name and Last Name as needed.
Click Save Changes to confirm your updates.
If you change your mind or entered incorrect information, click Cancel to discard your edits before saving.
Important Notes
Only your own user profile can be edited — you cannot change another user’s name or details.
Changes take effect immediately after saving.
If your name appears on invoices or integrations and you need those details updated as well, please contact RB2B Support for assistance.