When a Staff user logs in to RPM, what they are able to do depends on both their Staff role they have assigned as well any Staff groups they have been included in. A Staff role will determine the Privileges of those users that are given that particular role. Only the System Manager user can make changes to Staff Roles and Privileges. For Commission Privileges, see Commission setup privileges.
Below is a breakdown of the individual Privileges available:
Download excel files - this provides the user the ability to download a particular View they are looking at within a process, into an excel for further review. This would be applicable for all processes the user has access to.
Print pages - this provides the user the ability to use Print under the More tab in any of the processes the user has access to.
This also provides the user with the ability to right click on their mouse and select Print from that option when a a specific form.
Setup - this provides the user with access to the Setup Menu. This will give them access to configure new/existing Processes and Basic Fields.
Add staff users, group membership - this provides the user with the ability to add new Staff users (enable or disabled logins) and place new users into various Staff groups. They would also have the ability to remove and add existing Staff users from Staff groups.
User report - this provides the user access to the Reports tab in the Users section.
Archive and activate forms - this provides the user with the ability to archive and activate (remove from archive) any form in any process they have access to.
Trash forms - this provides the user with the ability to trash (delete) any form in any process that they have access to. Trashed forms will remain in the Trash bin for 7 days before they are permanently deleted.
Import forms - this provides the user with the ability to import a form (or forms) or values into previously existing forms in any process they have access to. This includes processes that they do not have the ability to create forms from +Start.
Manage approvals - this provides the user with the ability to Manage an approval (skip or restart) or Force result (approve or reject at the approval stage).
View overall process reporting - this provides the user with access to the Actions Due, All status levels, Status levels timeline and Drafts on the Process Menu. *Note that while Summaries appears for the user, they will not have access to it unless they have Setup privileges as well.
Setup overall process reporting - this provides the user with the ability to create a Summary for themselves, as long as they have access to the process they would like to create a summary for.
Save and share layouts - this provides the user with the ability to save a layout as a PDF.
Agencies and reps section - this provides the user with access to the Agency section. They will be able to see the Agency section in the Top Menu as well as see the information in any field in a process that references the Agencies section.
Add agencies - this provides the user with the ability to add new agencies. * Agency and rep section is needed.
Delete agencies - this provides the user with the ability to delete an existing agency. * Agency and rep section is needed.
Edit agencies - this provides the user with the ability to edit an existing agency. * Agency and rep section is needed.
Add reps, managers - this provides the user with the ability add reps and managers to existing agencies. * Agency and rep section is needed.
Delete reps, managers - this provides the user with the ability to delete reps and managers from existing agencies. * Agency and rep section is needed.
Edit reps, managers - this provides the user with the ability to edit existing reps and managers from existing agencies. *Agency and rep section is needed.
Import agencies, reps, managers - this provides the user with the ability to add Agencies, Reps, and Manager users via import. *Agency and rep section is needed.
Customers section - this provides the user with the access to the Customers section. They will be able to see the Customer section in the Top menu as well as see the information in any field in a process that references the Customers section.
Add customers - this provides the user with the ability to add new customers. * Customer section privilige is needed.
Delete, merge customers - this provides the user with the ability to delete existing customers. Merging customers would allow the user to combine duplicate Customers to clean up names or locations. *Customer section privilege is needed.
Edit customers - this provides the user with the ability to edit an existing customer. *Customer section privilege is needed.
Import customers, locations - this provides the user with the ability to add customers and their locations via import. *Customer section privilege is needed. *
Add customer users, edit contact sign in- this provides the user with the ability to manage customer users (enable or disable) sign ins. *Customer section privilege is needed.
View calendar and commitments of all staff - this provides the user with the ability to view all staff user calendars as well as commitments instead of just their own. Commitments are a way to assign assets/resources that are assigned or being used. See Commitments.
Edit staff, send password resets - this provides the user with the ability to edit the Staff user profiles as well as send password resets for other staff users. A user does not have the ability to enable or disable user logins or change staff group information with this privilege.
Make sign in links for guest users - this provides the user with the ability to generate a guest user link for any process with the security permissions for the guest user role. *Setup privilege is needed.
Save shared views and shared calendars - this provides the user with the ability to save a shared view as a private copy within any process they have access to.
Transfer view ownership - this provides the user the ability to change the owner of a shared view to themselves. Once they are the owner of the view they are able to make any changes needed (add or remove columns within the view, or change the filters).
Add, manage API keys - this provides the user with the ability to add new API keys as well as manage existing. *Setup privilege is needed.