3. Workride B2B Web Portal How-to Guides (Log in, review & approve benefits)

Please check out the interactive guides below in how to effectively use the Workride B2B Portal. 

1. How to Log into the B2B Portal
2. How to approve a Workride BenefitHow to monitor your benefits? (Salary sacrifice + Invoice Details)
3. How to add users, update company and office details?
   
4. How to add users, update company and office details?
   

How to log in to the B2B Portal?

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1. Click in on the ‘sign in’ button on the bottom left of the B2B link.
   
   
2. Enter your registered email & click continue to generate your verification code.
   
   
3. Check your email and enter your verification code.
   
   
4. Click continue' to access your B2B dashboard.

If you have entered your email or the verification code wrong you will not be able to log in. Click “I need another pin” button under the sign in button.

How to approve a Workride benefit?

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1. You will get an email when there is a benefit ready for approval.

2. Open up the B2B Workride portal and log in.

3. Navigate to the dashboard tab and click on the order requiring approval.

4. Review order and quote.

5. Approve your employee’s ride benefit order to raise an invoice to your accounts team.

Every ride benefit that is raised, your team is required to review and approve the order. This gives you the ability to control all benefits being processed.  

Use the tutorial above to review how to approve a Workride benefit

How to monitor your benefits? (Salary Sacrifice + Invoice Details)

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1. Open up the B2B Workride portal and log in.

2. Navigate to the pipeline tab and click on the order requiring review.

3. Review order details.

Every ride benefit will be able to be reviewed within the B2B Portal.

Use the tutorial above to review how to monitor and review your current benefits. 

How to add users, update company and office details?

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1. Open up the B2B Workride portal and log in.

2. Navigate to the offices tab and click edit to update company information.

3. Once the editing window appears update information and click submit to save changes.

4. If you want to update office details, then click on the chosen office and then click edit to bring up the editing window.

5. Once the editing window appears update information and click submit to save changes.

Simply update your company and office details. You can also add users through this page.

Use the tutorial above to review how to update company and office details.

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