Users/Roles/Privileges/Groups
The above topics with a commissions lens.
Agencies can be organized into an Agency Group that can have it's own Agency Manager. An Agency Manager can be given permission to see the commissions o...
Mon, 18 Oct, 2021 at 11:29 AM
Groups can be used to assign agencies to a Channel Manager to allow them to view commissions for other agencies in your RPM. If you have a lot of agencies y...
Fri, 4 Nov, 2022 at 8:56 AM
Staff users can save a signature for themselves that they can have copied during signature entry to quickly sign something. The signature is attached to the...
Thu, 24 Nov, 2022 at 11:12 AM
The Staff roles and groups history will provide you with a history on permission and assignment changes for Roles and Staff Groups. Any Staff user that make...
Thu, 29 Dec, 2022 at 2:15 PM
User enabled history will provide you with information on which users were enabled or disabled. Each entry is dated and listed along with the user that mad...
Fri, 14 Apr, 2023 at 11:07 AM
Guest Role is a user seat that can be used to start and save a form (eg: Order or Quote) only. A generic username and password can be created and distribute...
Mon, 1 May, 2023 at 1:31 PM
Managers are agent users with management privileges at an agency. They can view commissions for all reps and referrals the agency receives, and can updat...
Wed, 12 Jan, 2022 at 2:57 PM
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
This article gives a quick overview on how to use the customer login. Any issues such as password resets or questions should be directed to your Account Man...
Thu, 16 Oct, 2025 at 9:11 AM
If you are having trouble signing into your RPM account or forgot your password, you can send yourself a password reset using the Forgot Password button on ...
Fri, 12 Sep, 2025 at 9:22 AM