Users / Roles / Privileges / Groups

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...
Fri, 10 Apr, 2015 at 2:47 PM
Password Edit
Click on your name that is showing on any page.  Click Edit password Enter your Current password. Enter your New ...
Thu, 9 Apr, 2015 at 4:02 PM
Staff User
A staff user is an RPM user at your companies level. Staff can have access to all agents, customers, and commission data in your company depending on th...
Fri, 10 Apr, 2015 at 11:08 AM
Privilege
RPM access for staff users is defined by the role for that user. These roles have various privileges. Each privilege covers a section or functionality ...
Wed, 2 Mar, 2016 at 3:49 PM
Manager
Managers are agent users with management privileges at an agency. They can view commissions for all reps and referrals the agency receives, and can upd...
Thu, 16 Apr, 2015 at 2:44 PM
Rep is Also a Manager
Top menu >> Reps >> View rep  You can make a rep a manager from the Rep page.  A user can be a Manager and a Rep at the same tim...
Thu, 16 Apr, 2015 at 2:52 PM
Online Users
Top menu >> Users >> Reports This page shows you which users are currently logged on to your RPM subscription. Click Online user...
Thu, 11 Jun, 2015 at 3:59 PM
Logon History
Top menu >> Users >> Reports This report shows information on what users logged on and the date and time when they did.  Click L...
Thu, 11 Jun, 2015 at 3:33 PM
User Enabled History
Top menu >> Users >> Reports tab This report will show you information on who added, enabled, disabled or trashed a user and the date ...
Wed, 10 Aug, 2016 at 1:34 PM
Add / Enable Customer User
Top menu >> Customers  You can enable a customer user for the end customer to log on and access processes such as: Orders or Trouble Tickets. ...
Mon, 30 Nov, 2015 at 3:32 PM