Users/Roles/Privileges/Groups

The above topics with a commissions lens.

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
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
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
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 the...
Wed, 15 Dec, 2021 at 3:38 PM
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 gr...
Thu, 24 Nov, 2022 at 2:23 PM
Upgrade a Rep to a Manager
A Rep user's login can simply be upgraded to a Manager user. The same user can be a Manager and a Rep at the same time and granting them Manager access...
Fri, 25 Nov, 2022 at 11:22 AM
Online Users
Staff users with the User reports privilege will have access to the Online Users report. This report will list out which users are currently online in your ...
Fri, 14 Oct, 2022 at 8:37 AM
Sign In History
Staff users with the User reports privilege will have access to the Sign in history Report. This report shows information on what users have signed in as we...
Fri, 14 Oct, 2022 at 8:37 AM
Add / Enable Customer User
You can allow Customers to log into your RPM to check their Orders or Trouble Tickets by enabling them as a Customer User.  From the customer page click...
Mon, 1 Aug, 2022 at 3:03 PM
User Menu
The User menu allows you to manage your RPM profile settings, as well as gives access to the trash, and recently accessed sections of RPM.  On the righ...
Thu, 24 Nov, 2022 at 10:35 AM