Users / Roles / Privileges / Groups

User Menu
Looking at the right side of the page, you will see your user name, which will be in place of the currently displayed, John CEO.  Clicking you...
Wed, 1 Feb, 2017 at 2:43 PM
Agent user login tutorial
This article give a quick overview how to use the agent login. This login is provided by your master agent and any issue such as a password reset or ...
Mon, 20 Mar, 2017 at 10:02 AM
Forgot Password
The password reset will only work if the email address is entered in RPM for the user. Click Forgot password?  1. Username: enter your username ...
Fri, 22 Sep, 2017 at 3:05 PM
Forgot Username
The username reset will only work if the email address is entered in RPM for the user. Click Forgot username? 1. Email: enter your email address ...
Fri, 22 Sep, 2017 at 2:55 PM
Agency Group Setup
Top menu >> Agencies Agencies can be organized into groups. In addition to help deal with many agencies, agent managers can be given permissio...
Wed, 13 Jan, 2016 at 12:36 PM
Adding Agencies to a Group by Import
Top menu >> Agencies >> Import You have the option to mass add agencies to a group by using the import feature.  From the Agenci...
Thu, 12 Nov, 2015 at 2:06 PM
Staff Groups
Top menu >> Users >> Staff groups Staff groups provide three main benefits. The most important function is to provide an alternativ...
Tue, 21 Jun, 2016 at 9:39 AM
Staff Groups - Setup
Top menu >> Users >> Staff Groups tab Click the Staff groups tab Click + Add a group. Name th...
Wed, 24 Feb, 2016 at 8:54 AM
Grant Temporary Access
Let an RPM Software administrator logon as you for troubleshooting. They will see what you see. History records will show anything they do as being done b...
Wed, 4 Oct, 2017 at 1:13 PM
Saved Signature Setup
Top menu >> Click your name Any staff can save a signature for themselves that they can then have copied during signature entry to quickly sign so...
Mon, 17 Apr, 2017 at 11:52 AM