Getting Started

Now that you have registered for obbm follow these steps to configure your account

Click on My Account

Click on Account Details

Ensure all details are correct.

Click on User Administration

Enter any additional users that you want to be able to log in to obbm

Click on Client Responsibility (optional)

If you want to be able to filter the client list enter the names and initials of any partners and managers. Note a partner can also be a manager.

Click on Upgrade

If you want to add additional offices or additional users to the system.

Click on Client Manager

To add or edit clients.

Click on Import Manager

When you first use the system you may find it quicker to use the Excel import facility. Follow the instructions to download the csv file. We recommend that you add some clients one at a time first so that you can see how the system works. Note also that you need to “adjust” Company results for directors’ remuneration etc to enable a like for like comparison.

Remember to “log out”

If you do not log out and exit and try to re-enter the site immediately you may find you are unable to do so as there is a small “time delay” in “releasing” the first use.

If you need any additional help, then please create a support ticket.