Users/Roles/Privileges/Groups
The above topics with a commissions lens.
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
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...
Tue, 30 Apr, 2024 at 10:36 AM
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...
Mon, 1 May, 2023 at 2:07 PM
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
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...
Mon, 1 May, 2023 at 2:05 PM
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
You have the ability to give Staff users certain commission privileges. They can be used to prevent them from making changes to important commission rules o...
Fri, 2 Jun, 2023 at 3:48 PM
Occasionally you will need to adjust your Agent users to either give them access to login or to remove their access. Top menu >> Reps ...
Fri, 2 Jun, 2023 at 2:14 PM
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...
Fri, 2 Jun, 2023 at 2:18 PM
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