RB User Guide > Connect

Connect Preferences

RB9 only

System-wide defaults for RB Connect functions.

• Both (contact and resource) –

  • General: System-wide defaults for RB Connect.
  • Login: Sign-in preferences for RB Connect.
  • Forgot Password Email: Email instructions for contacts and resources to reset their forgotten passwords.
  • Branding: Customize the look and feel of RB Connect.

• Contact –

  • Announcements: Enter and format text for the contact-side RB Connect home page.
  • Accessibility: Designate which areas of RB Connect contacts can access.
  • Calendar: Preferences for job ordering, job canceling, and job request updating.
  • Order Transcript: Preferences for contacts ordering transcripts.
  • Account Activity: Preferences for online invoice access and payment.
  • Transcript Packages: Customize Transcript Packages and email notifications.
  • Repository: Set preferences for contacts’ repository access and notifications.
  • Reward Points: Designate who is notified when contacts request point redemptions.
  • Support Tickets: Set preferences for contact support ticket notifications.

• Resource –

  • Announcements: Enter and format text for the resources-side RB Connect home page.
  • Accessibility: Designate which areas of RB Connect resources can access.
  • Firms: Show or hide firms’ COD status in Firms section of RB Connect.
  • Jobs: Preferences for worksheet forms, global options for accessible job information, and who to notify of Client Of assignment requests.
  • Master Word List: Select the default PDF Transcript preferences profile for compiled word lists.
  • Turn In: Preferences for resources turning in jobs online.
  • Repository: Designate who is notified when resources upload files to repository.
  • Availability: Preferences for resources’ time-off requests.
  • Support Tickets: Set preferences for resource support ticket notifications.

Reference

• RB Connect

Step-by-step instructions

• Customizing global preferences