Managing Users using the MYbOnline customer portal

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’.

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