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Adding Users to the Account
Adding Users to the Account
Updated over a week ago

This feature is restricted to the account administrator.

To add a new user to the RB2B dashboard, navigate to the bottom left of your window, click the Account Details button to access a dropdown menu, and select Account Settings. In the Users tab, you'll find a list of all of the users on the account as well as the Add new user button which you can click to start the process.

To add a new user, please fill in the required fields with the individual's First Name, Last Name, and Email Address. You have the option to also include their Phone Number, though it's not mandatory. Once you've entered the necessary information, click Save changes to finalize the creation of the new user account. If you decide not to proceed, clicking Cancel will discard any information you've entered.

When a user is created, no notification email is sent to them informing them of their new account. They can simply login at going forward with the email address that you just created for them.

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