How do I merge my B2B accounts

How do I merge my B2B accounts

You will be able to update the account your client portals appear on, making it easy to streamline your registrations.


Updating the administrator for your company

  1. Select the relevant client company under "My Client Portals":


  1. Once logged into the portal, navigate to “Company” > “Company Details”:

  1. Update the “Contact Email Address”, scroll down and select “Save Changes”:

    The new assigned administrator will receive an email notification advising the access has been transferred to their profile.

    • Related Articles

    • Can I merge my accounts?

      Client Portals can be transferred over to your preferred account, please see the below information on how to transfer over each of your clients on your account: Contractor Administrator Select the relevant client company under "My Client Portals": ...
    • How to update your safety documents / SWMS / WHS plans

      Updating your safety documents / SWMS / WHS plans Select the relevant client company under "My Client Portals": Please note: If you cannot see the company listed you may have logged in with the wrong email/mobile. You need to log in with the ...
    • How to enable or disable weekly reports in Rapid B2B

      Rapid B2B has 3 main notifications that can be sent to users. Weekly Summary Report of activity New invitation to connect with a customer New job ad posted for review These notifications can be enabled / disabled from the Rapid B2B Accounts & ...
    • How to update your Public Liability Insurance

      If your company has renewed its Public Liability Insurance, you can upload the updated document on your Contractor Management Portal which sends the document directly to your client company. Updating your Public Liability Insurance Select the ...
    • How to update your Workcover Registration Certificate

      If your company has renewed its Workcover Registration Certificate (also known as Workers Compensation), you can upload the updated document on your Contractor Management Portal which sends the document directly to your client company. Updating your ...