Initial setup workflow
While you can start using RB after designating a single business unit and using the pre-set defaults, you can also start customizing RB to your company by following this workflow:
Business Units are your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates and profit-sharing operations. (in Entities menu)
To access RB, you need a User Account. In addition to program access, your user account authorizes what actions you can perform in RB depending on which group(s) it is assigned to. Set up user accounts by following this workflow.
User Preferences is where you set the options for your RB system. It contains all of the preference settings that affect all users. (in Personal menu)
System Preferences is where you set the options for your RB9 system. It contains all of the preference settings that affect all users. (in Setup menu)
RB comes with a complete set of forms and letters you can use as is. Or use the Form Templates function to customize or add to the default set so you can document and communicate through RB. (in Tools menu)
Next: Set up entities
After setting up these basics, or at any time, set up entities: your client firms, contacts at these firms, resources, and locations.