Users/Roles/Privileges/Groups

The above topics with a commissions lens.

Forgot Password
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 ...
Thu, 3 Nov, 2022 at 10:40 AM
Forgot Username
Forgot Username can be used to find which username belongs to which RPM instance that your email is associated with. It can be useful if you have multiple R...
Wed, 16 Nov, 2022 at 2:54 PM
Agency Group Setup
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 ...
Mon, 18 Oct, 2021 at 11:29 AM
Adding Agencies to a Group by Import
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
Saved Signature Setup
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
Staff Roles and Groups History
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
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
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 updat...
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
License and Application Services Agreement (Terms)
This article explains how to view your current Agreement and manage notification of future updates. Viewing the Agreement All users can view the latest A...
Thu, 28 Sep, 2017 at 2:48 PM