User Access to Form Letters
Setup Security Profile access to Form Letters in RMS.
Steps Required
Have your System Administrator complete the following.
- Go to Setup > Users > Security Profiles in RMS.
- Select an existing Security Profile and choose 'Edit'.
- Navigate to the 'Correspondence' tab.
- Select the required Form Letters and choose the '>' button.
- Save/Exit.
Visual Guide
Go to Setup > Users > Security Profiles in RMS.
Select an existing Security Profile and choose 'Edit'.
Navigate to the 'Correspondence' tab.
Select the required Form Letters and choose the '>' button.
Select 'Save/Exit' to store the changes made.
