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v1.0
RBAMGR
Getting Started Guide
Three steps to get your account fully set up — sign in, set up Settings the way you work, then a quick tour of the essentials.
1
Sign In
•
Go to rbamgr.com
and sign in with the email and password you used when you subscribed.
•
Your data is private to your account — no other arbitrator can see your cases, resources, or file numbering.
2
Set Up Settings
•
Intake Form Field Toggles
— turn off any optional fields field 3.1.x
you don't use. Turned-off fields disappear from Intake across all cases; required fields can't be toggled.
•
Email Templates
— open each template (scheduling letters, hearing confirmations, pre-hearing notices) and paste in your own wording. Click a merge-tag chip like {{propertyOwnerName}}
to insert it — it auto-fills from each case when sent.
•
Hearing Brief defaults
— every section starts on; switch off any you don't want included by default (you can still turn a section back on per case).
3
Walk Through the Essentials
Dashboard
Your home base — every case at a glance, sorted by status.
Intake
Start a new case here. It's saved as Accepted with the next File Number in your sequence — fill in the rest later if you need to.
Case Detail
Edit any case at any point — status, financials, hearing details, and Generate Hearing Brief.
Resources
Fee schedules, Comp links, and your own notes and uploaded documents.
Reports
Fees earned, collected, and outstanding — filterable by status and date range.
Import
Bring in historical cases from a CSV, following the RBAMGR import guide.