Category Archives: Modules

Personal

The personal section is accessible under the user name on screen


Help

Find user guides, view training videos, get support, and more


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