RB2B

Managing your personal profile, managing your business's profile, and adding/removing users.

Account Settings

Updating Your Company Information in RB2B

Understanding RB2B Company Account Structure

How to Permanently Delete Your RB2B Company Account

Company Account Management FAQs

Gaining Access to an Existing RB2B Account

Information and FAQs regarding RB2B account management.

Company Account Management

Managing Your Individual User Account

Adding or Removing Dashboard Users

Viewing a User’s Login History

How to Move Users Between RB2B Accounts

User Management FAQs

Information and FAQs regarding management of individual user accounts.

User Management

Managing Notifications From RB2B

Information and FAQs regarding RB2B email notifications.

Notifications

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Privacy Policy

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RB2B OEM

Terms & Conditions

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RB2B for Agencies

Data Protection Addendum

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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