Support Home Property Management System Setup Security Users Security Profiles User Access to Send Correspondence

User Access to Send Correspondence

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'.
Expand the 'General' Function Menu.
Select 'Allow' on the 'Allow Access to Sending Correspondence' Function.
Save/Exit.

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

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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