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    User Access to Send Correspondence

    Setup a Security Profile to allow access to sending correspondence 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 'General' Function Menu.
    4. Select 'Allow' on the 'Allow Access to Sending Correspondence' Function.
    5. Save/Exit.

    Info

    Click Here for instructions on setting up Security Profile access to Form Letters & SMS Templates to send out of RMS.

    Visual Guide

    Go to Setup > Users > Security Profiles in RMS.
    Select an existing Security Profile and choose 'Edit'.
    Expand the 'General' Function Menu.
    Select 'Allow' on the 'Allow Access to Sending Correspondence' Function. Select 'Save/Exit' to store the changes made.

    Users with this Security Profile will now have access to 'Send Out' correspondence in RMS.



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