Every staff user will be assigned a role that defines their privileges. Privileges define what staff users have access to in your RPM and can be setup differently across each individual role. This means that staff users have the same privileges as other staff users if they share the same role. 

Privileges allow you to hide or show forms, edit processes, edit or read commission data. 

Top menu >> Users >> Staff roles tab

Click the Staff roles tab

Click + Add a role

Role: enter the name of the role.

Copy privileges: this is optional, you can copy the privileges from another existing role or leave n/a to start with default privileges.

  1. Privileges: you can go down the list of privileges and setup what the user in this role can or cannot see or do. 
  2. Process: in this section you can a add processes you would like the users of this role to see or edit (for setup instructions please scroll down).
  3. Staff: choose staff users you would like to move to this role (for setup instructions please scroll down). 

After you click Edit a Process dropdown will show all your Processes. Select a Process that you would like this role to see

Select the security option applicable for users in this role.

The Start all option allows includes all of the above options. 

Moving staff to role

Click Move to this

Click on the staff user's name to complete the move