Users / Roles / Privileges / Groups

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
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
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 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
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
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
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
Agent User
An agent user is a user who is a rep, agency manager, or both.  Price for a Rep when enabled: $19 per month* Price for a Manager when enabled: $29 per...
Wed, 12 Jan, 2022 at 2:57 PM
Rep
A rep sells supplier products to customers for agencies. A rep can be an employee of an agency or a subagent of your company. The difference has no effect o...
Wed, 12 Jan, 2022 at 2:58 PM
Edit Password
The Edit password is a function built into RPM to allow you to reset the password for your profile. This section of RPM will also allow you to enable Micros...
Mon, 1 Aug, 2022 at 2:17 PM