Users/Roles/Privileges/Groups

The above topics with a commissions lens.

User Seat Hierarchy
Super user This user is the administrator of your subscription and is able to see and do everything; you typically only need one of these. Staff user ...
Fri, 29 Oct, 2021 at 9:27 AM
Agent User Login Tutorial
This article gives a quick overview of how to use the agent login. This login is provided by your Technology Services Distributor (TSD). Any issues suc...
Fri, 25 Nov, 2022 at 9:46 AM
Adding a Staff User
Top menu >> Users >> +Add a staff user Below the instructions on how to add a staff user. If you do not have a role setup for the user...
Wed, 15 Dec, 2021 at 3:41 PM
Enable or Disable a Staff User
Top menu >> Users >> View staff user When a user leaves there needs to be a decision made to either delete or disable a user. In most cases ...
Tue, 4 Jan, 2022 at 2:20 PM
Setting up Role
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 diffe...
Wed, 15 Dec, 2021 at 3:38 PM
Agent User Security
Sale partners/Agents can be given access to login to RPM Subscriptions that they do not directly own through an enabled agency user login. Each Agent user i...
Thu, 24 Nov, 2022 at 2:24 PM
Enable or Disable an Agent User
Occasionally you will need to adjust your Agent users to either give them access to login, or to remove their permissions. Top menu >> ...
Mon, 18 Oct, 2021 at 11:39 AM
Adding an Agency Manager
If an agency or sales partner hires a new manager or someone to audit their existing commissions, they can be setup as a new manager on the agency. Alternat...
Mon, 15 Aug, 2022 at 3:22 PM
Staff Groups - Setup
Staff Groups provide a way to help manage Process access for your Staff users as well as managing their dashboards. Staff users can belong to multiple Staff...
Fri, 25 Nov, 2022 at 9:41 AM
Password Reset
A password reset may be required if you have a user who you are enabling for the first, or if someone has forgotten their password.   Note: If you are ...
Fri, 8 Jul, 2022 at 2:50 PM