Knowledge Base
How To Manage Dashboard Permissions
Dashboards can be private to their creator, or they can be shared with different roles at different access levels. TABLE OF CONTENTS What Are Dashboard Permissions? Manage Dashboard Permissions Set Pe...
Updated 8/13/2026
How To Create A Custom Dashboard
Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing rela...
Updated 8/13/2026
Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status. If you only want to se...
Updated 8/13/2026
Multiple recipient support on Documents & Contracts
This article introduces the ability to send a single document or contract to multiple recipients, each with their own signature fields, rather than being limited to one signer. In addition, it lets yo...
Updated 8/13/2026
Documents & Contracts: Email Templates and Team Notifications Setup
Learn how to customize client-facing email templates and configure team notifications in Documents & Contracts. This article walks you through setting up personalized messages, inserting dynamic custo...
Updated 8/13/2026
How to use Documents & Contracts?
Documents & Contracts in RYB Platform allows you to create, send, and track professional contracts, proposals, and estimates directly inside your CRM. With templates, PDF uploads, e-signatures, paymen...
Updated 8/13/2026
Exporting Audit Logs
Audit Logs Export helps agencies and locations export audit history to CSV for compliance reviews, investigations, and internal reporting. The feature uses the same filters available in Audit Logs, ad...
Updated 8/13/2026
Audit Logs
Get up to speed with RYB Platform’s redesigned Audit Logs —now aligned with the New Design System UI. The right-side drawer keeps you in context, while keyboard navigation speeds up reviews. You’ll al...
Updated 8/13/2026
Admin Vs. User Roles and Permission Scopes
The following is a table outlining permissions of sub-account level roles. Sub-Account Level User Roles Quick-Reference Permission Matrix. Agency-Only Sub-Account-Only Available in Both Create / Edit ...
Updated 8/13/2026
Email Signatures
Email signatures in RYB Platform help your team keep outbound emails consistent and professional. Each staff user can have their own signature. This makes it easy to maintain branding and contact deta...
Updated 8/13/2026
User Access
Managing who has access to your RYB Platform account(s) is crucial for security, efficiency, and accountability. This article explains how to set up and control user access both at the agency level (a...
Updated 8/13/2026
How do I find my Client's Location ID?
When you interact with our support teams, they may request you to provide a location ID where you face a problem. Location ID is a unique ID given to every sub-account in your agency account. This hel...
Updated 8/13/2026
How do I change my Client's Address?
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Updated 8/13/2026
How To Upgrade to RYB Platform's Agency Pro Plan ($497 SaaS plan)
This article provides a step-by-step guide on upgrading your RYB Platform subscription to a Pro plan. You’ll learn how to navigate the Billing Dashboard, review available plans, and complete the upgra...
Updated 8/13/2026
Branding System-Generated Links (API Domain)
This guide explains how to customize system-generated links in RYB Platform by configuring branded (API) domains at both the Agency and Sub-account levels. Implementing branded domains enhances delive...
Updated 8/13/2026
Agency Company Settings in RYB Platform
This article will show you how to update and personalize your Agency Company Settings in RYB Platform! From updating your agency's name, email, and logo to adding custom code or enabling powerful feat...
Updated 8/13/2026
How to Sell Gift Cards
RYB Platform Gift Cards let you sell prepaid balances your customers can buy for themselves or send to others. You can sell via a dedicated checkout link, embed, QR code, or existing checkouts like Fu...
Updated 8/13/2026
How to Track Gift Card Performance (Analytics & Metric Tracking)
Use the Gift Cards analytics dashboard to understand how many gift cards you’ve issued, total value, average order value, and which denominations perform best. This article explains each metric, how f...
Updated 8/13/2026
Getting Started with Gift Cards
Gift Cards are a powerful new way to engage your customers, boost sales, and build loyalty - all within your existing payments ecosystem. With fully customizable Gift Card Products, you can design and...
Updated 8/13/2026
How To Set Up A PayPal Integration
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Updated 8/13/2026