Users / Roles / Privileges / Groups

Password Reset
If you are a sub-agent of an RPM Subscriber and you are experiencing logon difficulties, please contact your master agent or service provider subscriber ...
Wed, 2 Sep, 2015 at 9:52 AM
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
Proxy User
Top menu >> Users >> View user This functionality can be used when a user is either temporary not working or  permanently not working for yo...
Tue, 11 May, 2021 at 8:45 AM
Adding an Agency Manager
Top menu >> Agencies >> View agency >> +Add a manager How to add a manager.  Click View from the agency page for the agency y...
Tue, 14 Apr, 2015 at 4:07 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