Why multi-user accounts perform better
Why this matters
RB2B surfaces real-time intent signals when people visit your website. If only one person has access to those signals, follow-up depends on that person noticing and relaying the information. This creates delays and missed opportunities. When multiple team members have access, the signals reach the people responsible for taking action.
How to achieve it
- Add the team members who are responsible for outreach
- Give marketing visibility into visitor behavior
- Allow account owners to monitor activity from their accounts
- Ensure managers can track pipeline signals
Where to configure it
RB2B Dashboard → Account Details → Users
Quick win
Invite at least one SDR and one marketing teammate so visitor signals immediately reach both outreach and campaign owners.
Who should have access to RB2B
Why this matters
The value of visitor identification increases when the right teams see the information. Different roles use RB2B data in different ways, and giving them direct access prevents communication gaps.
How to achieve it
- Add SDRs or BDRs responsible for outbound follow-up
- Invite marketing team members who analyze campaign performance
- Add account executives responsible for existing accounts
- Include team leads or managers who monitor pipeline activity
Where to configure it
RB2B Dashboard → Account Details → Users → Invite User
Quick win
Start by inviting the people who already handle inbound leads or outbound outreach.
How to invite teammates
Why this matters
Adding users takes only a few minutes and removes a common operational bottleneck. Once teammates have access, they can monitor visitor signals, investigate accounts, and respond directly without waiting for someone else to share information.
How to achieve it
- Navigate to the Users section of your account
- Enter the teammate's email address
- Send the invitation
- They will receive a link to access the dashboard
Where to configure it
RB2B Dashboard → Account Details → Users
Quick win
Add two or three teammates today so visitor signals are visible across your revenue team.
Closing
Why this matters
RB2B signals are most valuable when they reach the people who can take action quickly. Multi-user accounts ensure those signals move directly to the right team members instead of getting stuck with a single dashboard owner.
How to achieve it
Expand access across sales, marketing, and leadership so everyone responsible for pipeline can see and act on visitor activity.
Quick win
Invite your SDR team first — they’re usually the fastest to act on new visitor signals.