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    User

    Setup a new user in RMS.

    Decision Tree


    Users in RMS identify individuals accessing the system and the actions they perform whilst logged in.

    Each staff member requiring access to RMS should be setup as an individual user with their own contact information and a complex password.

    • Information
    • Setup
    • Add Button

    Information

    Users in RMS identify individuals accessing the system and the actions they perform whilst logged in.

    Each staff member requiring access to RMS should be setup as an individual user with their own contact information and a complex password.

    Users are assigned an access level using Security Profiles and have all actions they perform in RMS recorded in the appropriate audit trail.

    A User cannot be deleted if the user has logged in and performed any actions in RMS.

    User accounts that are no longer required can be set to 'Inactive' to disable access and maintain all audit trail records and historical reports.

    Users that are nominated as a Primary Contact cannot be set 'Inactive' before replacing the Primary Contact.

    Usernames cannot contain spaces or special characters and a user must have a Security Profile assigned to access menu items.



    The email address or mobile number on the user profile will be used for password recovery or to send a backup Two Factor Authentication verification code to the user.



    System Administrators will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Users > User Information in RMS.
    2. Select the 'Add' icon.
    3. Enter a Username.
    4. Enter a Password.
    5. Enter the Given Name.
    6. Enter the Surname.
    7. Enter the Mobile Number.
    8. Enter the Email Address.
    9. Optional: Enter Additional User Information.
    10. Save.
    11. Navigate to the 'Profiles' tab.
    12. Select 'Add'.
    13. Select a Security Profile.
    14. Select a Property.
    15. Select the Accessible Categories.
    16. Save/Exit.



    Usernames cannot contain spaces or special characters.

    A user must have a Security Profile assigned to access menu items.



    The email address and mobile number can be used for password recovery or Two Factor Authentication.



    • Guide
    • Add Button

    Guide

    Go to Setup > Users > User Information in RMS.

    Select the 'Add' icon.

    Enter a Username.

    Enter a Password.

    Enter the Given Name.

    Enter the Surname.

    Enter the Mobile Number.

    Enter the Email Address.

    Optional: Enter Additional User Information.

    Select 'Save' to store the changes made.

    Navigate to the 'Profiles' tab.

    Select 'Add'.

    Select a Security Profile.

    Select a Property.

    Select the Accessible Categories.

    Select 'Save' to store the changes made and 'Exit' to return to the Users setup.

    This user will now be able to login and perform the actions permitted on their assigned Security Profile in RMS.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Users > User Information in RMS.
    2. Select the 'Add' icon.
    3. Enter a Username.
    4. Enter a Password.
    5. Enter the Given Name.
    6. Enter the Surname.
    7. Enter the Mobile Number.
    8. Enter the Email Address.
    9. Optional: Enter Additional User Information.
    10. Save.
    11. Navigate to the 'Profiles' tab.
    12. Select 'Add'.
    13. Select a Security Profile.
    14. Select a Property.
    15. Select the Accessible Categories.
    16. Save/Exit.



    Usernames cannot contain spaces or special characters.

    A user must have a Security Profile assigned to access menu items.



    The email address and mobile number can be used for password recovery or Two Factor Authentication.



    • Guide
    • Add Button

    Guide

    Go to Setup > Users > User Information in RMS.

    Select the 'Add' icon.

    Enter a Username.

    Enter a Password.

    Enter the Given Name.

    Enter the Surname.

    Enter the Mobile Number.

    Enter the Email Address.

    Optional: Enter Additional User Information.

    Select 'Save' to store the changes made.

    Navigate to the 'Profiles' tab.

    Select 'Add'.

    Select a Security Profile.

    Select a Property.

    Select the Accessible Categories.

    Select 'Save' to store the changes made and 'Exit' to return to the Users setup.

    This user will now be able to login and perform the actions permitted on their assigned Security Profile in RMS.

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