Tag Archives: Help

Change your password anytime

Update your password periodically and/or change your password to one you prefer

Lesson #154
Personal – Change Password function

Like most online services, to log in to RB9/RB Lite you need a user name and password. You cannot change your user name yourself but you can change this password at any time using this function. You can also change your password at log-in if you forgot it so you are not locked out of the system.

We recommend using strong passwords for better security, meaning your password should:

  • Be at least eight characters long.
  • Contain characters from each of: upper-case letters, lower-case letters, numerals, and symbols.
  • Not contain your name, login name, or birthday.
  • Not contain 3 or more characters in sequence (e.g., 123 or abc).

It is good business practice to change your initial password to a strong password that only you know, and also to change it periodically. You can change your password as often as you like; plus your system administrator might require you to reset it periodically (although they might allow you to reset it to your current password). When you change your password, no one else will know it nor can it be retrieved from the system.

Don’t know your password? Use Forgot Password

If you forget your password, you can ask your system administrator to issue a new one for you; or you can save time and generate a new one yourself by using the Forgot Password function on the log-in screen.

If your log-in name is in the system, RB will send you an email with a link for resetting your password. This also works if you weren’t given a password: If you are in the system, RB will allow you to access the Forget Password function to set a password so you can use RB without waiting for an administrator.

Using Forgot Password is a good way to avoid account lock-outs when you don’t remember your password. If you attempt to log into RB with an incorrect password too many times, RB will lock you out of the system. And the only way to unlock your account is to contact an administrator. Instead of going through this hassle, you can use Forgot Password to set a new password before you get locked out of your RB account.

Changing your login name

If your login name is not your email address, you can ask your system administrator to change your assigned login name if you want a different one. RB will not allow you to choose a login name that is already in the system, but otherwise if the system is not using your email address for your login name you can have that customized that too. RB automatically displays the last logged-in username on the Login screen so you will only have to enter your password in the future after entering your new login name.

TL;DR: If you forgot your password or never had one, use Forgot Password on the login screen. Otherwise use this function to change your password at any time for better security and/or to a password you prefer.

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Help

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

Lesson #151
Get RB help in a variety of ways

RB has contextual help in every function. However, sometimes what you are looking for can’t be found inside the program. In those cases, check the Help module to find exactly what you need.

Help functions

What you can do in each function in this module:

  • User Guide
    Look up information in the online user guide or download it as a PDF.
  • Online Training
    View RB training videos on our website. Online training is part of the RB Help Center where you can also access RB tutorials, cheat sheets, and user guides for all of our products.
  • Update History
    Look up what was in each RB9 update without leaving RB. Print or export as PDF any update list.
  • Online Support: Team Viewer
    When directed by OMTI Support, connect your screen with us via remote support to solve issues in real time.
  • Live Chat
    Get support by chatting with OMTI Support during our regular business hours.
  • Send Feedback
    Access the Idea Collaborator in our customer portal to submit feedback about RB.
  • About
    Look up the current version of RB you are using.

TL;DR: When the contextual help in RB is not enough, check the Help module for additional options.

RB concepts in this lesson

Idea Collaborator: Online forum for RB users to submit feedback and suggestions for improving RB. OMTI’s development team monitors this forum and uses client suggestions to determine future RB development.

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