Managing Users using the MYbOnline customer portal

Modified on Mon, 12 May at 10:26 AM

Expand your team and maintain secure access easily using the MYbOnline portal. This guide covers how to add a new user, reset a user’s PIN, edit user details, resend invites, assign or unassign phone numbers, and edit user add-ons.


Adding a New User

  • Go to the ‘Users and devices’ page in the MYbOnline portal.

  • Click the ‘Add new user’ button.



  • Click ‘Update user profile’.



  • Edit the user details, then hit ‘Save’.



  • Your new user will now appear under the ‘Users’ tab on the same page.


Please note: Only one user can be added at a time with a maximum of 9 users.


Edit User

Need to update a user’s name, email, or other details?

  • Click the ‘…’ (ellipses) next to the user.



  • Select ‘Edit user’.

  • Update the desired fields, then click ‘Save’.


Resetting a User’s PIN

If a user is locked out due to too many failed login attempts, or just needs a PIN reset:

  • Navigate to the ‘Users and devices’ page.

  • Click the ‘…’ (ellipses) next to the user.

  • Select ‘Reset PIN’.

  • Enter a new 6-digit PIN, then click ‘Save’.



The user can now access the bOnline desktop and mobile apps using their newly created PIN.


Resend Invite

If a user missed or lost their onboarding email:

  • Click the ‘…’ (ellipses) next to the user.

  • Choose ‘Resend invite’.



  • A new invite will be sent to the user’s registered email.


Assign Number

To assign or move a number from one user to another:

  • Click the ‘…’ (ellipses) next to the user.

  • Click ‘Assign number’.

  • Choose the user who should receive the number.



Unassign Number

Need to remove a number from a user without reassigning it yet?

  • Click the ‘…’ (ellipses) next to the user.

  • Click ‘Unassign number’ (shown in red for emphasis).



Please note: Unassigned numbers won't be link to any user until reassigned. Make sure this won't disrupt service.


Edit User Add-ons

To manage features like call recording, voicemail, or more:

  • Click the ‘…’ (ellipses) next to the user.

  • Select ‘Edit user add-ons’.

  • Enable, disable, or edit the necessary services.



  • Click ‘Save’.


Still need help? Get live support in just 30 seconds! Click the chat icon in the bottom-right corner, and we’ll be happy to assist.

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