Configure a Security Profile
Setting up new Security Profiles for RMS users.
Have your System Administrator complete the following.
- Go to Setup > Users > Security Profiles in RMS.
- Select 'Add'.
- Enter a Name for the profile.
- Configure the required access options.
Go to Setup > Users > Security Profiles and choose 'Add'.
Enter a name for the new Security Profile.
Expand each Function menu and configure the required access by toggling Yes/No against each function.
Select 'Save' to create the profile.
Navigate to the additional displayed tabs to remove access to any items not permitted for this Security Profile.
Select 'Save/Exit' to store all changes made.
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