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    User Security Profile

    Setup a new Security Profile in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select 'Add'.
    3. Enter a Profile Name.
    4. Optional: Select the checkbox 'Startup Landing Page' and choose a Startup Page.
    5. Expand a Function Menu.
    6. Select 'Yes' on the required Functions.
    7. Repeat Steps 5 & 6 for all required Functions.
    8. Save/Exit.

    Warning

    Selecting 'Allow All' on a Function Menu without reviewing individual available functions within it will create a conflict of access permissions for users.

    Visual Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select 'Add' to create a new Security Profile.

    Enter a Profile Name.

    Optional: Select the checkbox 'Startup Landing Page' and choose a Startup Page.

    Expand a Function Menu.

    Select 'Yes' on the required Functions.

    Repeat Steps 5 & 6 for all required Functions.

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

    This Security Profile can now be selected on a User Profile to provide the required access to RMS 9+.

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