RB User Guide > Setup > Users and Groups > Users

Creating user accounts

Set up user accounts for everyone who needs to access RB9. Store work-related and personal information about them. Give them user names and initial passwords to access RB9. (After logging in, users can create their own passwords in Change Password. Or set a new password at log-in anytime if they forget it.)

Assign users to security groups that give them permissions to only the actions they need to perform. Individual users can be members of multiple security groups, so if you have employees whose responsibilities overlap different areas, such as someone who oversees both calendaring and billing, you can give that person access to both areas through membership in different security groups.

You can also assign users to message groups, so you can send a message to all the members of a group simultaneously.

NOTE: Passwords are personal

If a user forgets their password, administrators do not have a way to retrieve the password, but can reset the user's password for them. See Resetting passwords.

  1. Create new user

    1. Setup > Users and Groups
    2. In the Users and Groups window, click New.
    3. In the New User window, enter user’s First Name and Last Name in their fields, then select the naming convention in *Full Name (required).
    4. If your system uses email addresses as login names, enter the user’s email address in Email. (Set in System Preferences > General.) Otherwise, enter a unique login name for the user in *Login Name (required).
    5. Enter a strong password in *Password (required).
    6. Click Save. The window changes to Edit User, adds Groups and Business Units panes, and opens the Add Business Units panel.
    7. In the Add Business Units panel, all of your RB9 BUs appear. Check the box(es) of BU(s) the user should be associated with (you must select at least one BU), then click Save.

  2. Enter other information

Reference
Step-by-step instructions