RB RenewalBench
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Settings
Viewing as platform admin -- full read/write, not scoped to your own account.

Access restricted

Access restricted to administrator role. Please contact your admin.

Signed in as

Account
Workspace

Your Workspaces

Under account . An admin here manages every workspace under this account automatically -- add another from the homepage's "+ New workspace."

Add a member

Adds an existing RenewalBench account to this workspace by email. There's no invite email sent yet -- the person needs to have signed in at index.html at least once first, so ask them to do that if they haven't.

Invite a new person

Pre-approves an email that has never used RenewalBench before -- they'll be able to sign in (magic link or password) and land straight in this workspace with the role you pick below. This is the only way a brand-new person can sign in at all now; an unapproved email is rejected right at login.

Members

You can't change your own role or remove yourself here -- have another admin do it if needed. Manager + calendar link power the "schedule a call" prompt in the tool -- a calendar link only matters on someone who is set as someone else's manager.

EmailRoleManagerCalendar linkAddedLast login