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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