Category Archives: Lesson

View your calendar a week at a time

See your current week’s job settings without having to set search criteria


Set preferences that cover Resource side of RB Connect

Set preferences for the Resource side of RB Connect to customize their job calendars, online turn-in, time-off requests, and more


Set preferences that cover Contact side of RB Connect

Contact side preferences start from which functions clients can access


Set preferences for your RB Connect sites

Customize the RB Connect experience for contacts and resources by setting function preferences


Support RB Connect users via tickets

Have your RB Connect users submit questions and problems via support tickets to automate the process and maintain a paper trail you both can refer to


Set basic preferences that cover both sides of RB Connect

Set preferences for aspects of RB Connect that impact both sides of your site


See who is using your RB Connect

See who is using your RB Connect and RB Connect Mobile and how often they access it


Approve or deny resources’ online time-off requests

Give resources automatic notice of your approval or denial of their online time-off requests


Index files so clients can text-search their repositories

Before your clients can search their RB Connect repositories by content, the files must be indexed


Create transcripts that work better on browsers & mobile devices

Create interactive transcripts clients can work with in web browsers and on mobile devices