How Do I Invite a License Administrator Designee?

Managing alcohol licenses and server rosters on the California RBS (Responsible Beverage Service) Portal involves different administrative tasks that can be streamlined with the help of License Administrator Designees. Inviting a designee requires attention to detail to ensure that permissions and license assignments are correctly set up. 

Steps to Invite a License Administrator Designee

1. Access the Designee Management Section in the RBS Portal:

• Log In: Start by logging into your account on the California RBS Portal.
• Navigate to Designees: From your License Administrator dashboard, go to the menu and select Manage then Designees.

2. Add a New Designee:

• Click Add: Click the Add button to start the process of inviting a new License Administrator Designee.
• Complete Required Fields: Complete all necessary fields with the designee’s details. Make sure that you enter their first and last names exactly as they appear on their government-issued documents to avoid any issues with their invitation.

3. Set Permissions and License Assignments:

• Select Permissions: Choose the appropriate permissions for the designee from the Permissions dropdown menu. This determines what actions and responsibilities the designee will be able to perform and have within the portal.
• Assign Licenses: Use the Licenses dropdown to select which licenses you are assigning to the designee. The licenses and permissions chosen will be displayed under the dropdowns for confirmation.
• Adjust Selections: If necessary, you can remove permissions or license numbers by clicking the X next to the items you want to restrict.

4. Send the Invitation:

• Click Invite: Once you have reviewed and confirmed all the details, click Invite to send the invitation to the License Administrator Designee.
• Acceptance: The designee will then receive an email prompting them to accept the invitation. Once they accept, their status will change from Invited to Active, and they will have access based on the permissions and licenses you assigned to them.

5. Separate Invitations for Different Permissions:

• Different Permissions: If you need to assign different permissions for different license numbers, you will need to send separate invitations for each set of permissions for each license. This ensures that each license and permission level is accurately managed within the portal.

Why This Process Matters:

• Ensures accurate management of authority within the ABC Portal
• Streamlines administrative operations for the  license
• Maintains California RBS compliance and security

Following these steps ensures proper setup of License Administrator Designees, facilitating effective management of alcohol licenses and server rosters in the California RBS Portal.