User Management

Find Users
To find Users, click the Top Menu Button and choose Users. The Users page is where, depending on your permission, you can view/edit Staff users, St...
Fri, 10 Sep, 2021 at 9:56 AM
Enable/Disable User Information
When adding a new enabled user or enabling/disabling an existing user in RPM a message will be displayed with a confirmation that the enablement/disablement...
Thu, 13 Jan, 2022 at 2:49 PM
Sign in With Microsoft
Link a Microsoft account to your RPM account and streamline your login.  Existing Users When you reach your RPM software login page, you will not...
Wed, 24 Aug, 2022 at 3:15 PM
Staff Roles
Staff roles define staff users by specific permissions that determine their access to data and functionality in Cube. Roles must be created before you can a...
Mon, 26 Jan, 2015 at 10:28 AM
Customer Users
Customer users are typically setup to allow customers, vendors, or other 3rd party stakeholders limited access to processes. To setup a Customer, navig...
Mon, 9 May, 2022 at 8:32 AM
Add Staff User
To Add a staff user, click the Top Menu Button and choose Users.  Click + Add a staff user Choose the Role of the new user (Roles must be ...
Tue, 24 May, 2022 at 10:52 AM
Search Users
Some RPM subscribers have over 2000 users. To find a user when there are this many, it is easier to use the search function.  It may also be the case that y...
Fri, 10 Sep, 2021 at 9:57 AM
User Invite
Invite User by Email To invite the new user by email, enter their email address in the text box provided and click Finish. They will be sent an email th...
Fri, 10 Sep, 2021 at 8:48 AM
Add/Edit a Staff Role
To Add a Staff Role, click the Top Menu Button and choose Users. Click the Staff Roles tab, and click + Add a role. Enter the name of the ...
Fri, 10 Sep, 2021 at 3:27 PM
Add Staff User(s) by Import
If you want to create many new users, you may want to do this via import from Excel. To Import staff users, click the Top Menu button and choose Users. ...
Fri, 17 Sep, 2021 at 9:14 AM