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    User Access to EDM

    Setup Security Profile access to the Electronic Digital Marketing module in RMS.

    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select an existing Security Profile and choose 'Edit'.
    3. Expand the 'EDM' Function Menu.
    4. Select 'Allow' on the EDM Function Menu.
    5. Save/Exit.

    Info

    Select 'Allow' on specific EDM Functions at Step 4 if limiting user access.

    The Electronic Digital Marketing (EDM) module enables designing targeted and engaging email campaigns.

    Visual Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select an existing Security Profile and choose 'Edit'.

    Expand the 'EDM' Function Menu.

    Select 'Allow' on the EDM Function Menu.

    Select 'Save/Exit' to store the changes made.

    Users with this Security Profile will now have access to the EDM module in RMS.



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