User Management

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
New User Defaults
When creating New Users you can set their default Page Layout, Time Zone and Country. To set new user defaults click the Top Menu button and choose Users. ...
Wed, 22 Sep, 2021 at 2:34 PM
Custom Staff Fields
Add custom fields to staff users to keep track of information such as: employment start date, social insurance numbers, and emergency contact info.  To ...
Thu, 23 Sep, 2021 at 2:13 PM
Staff Groups
Staff Groups are a compliment to roles, allow users to have multiple dashboards, and deliver flexible workflow capabilities. Staff Groups can be setup t...
Tue, 22 Nov, 2022 at 3:22 PM
Guest Users - Role Setup, Logon and +Start Links
A Guest Role is a Staff user role that can be used to only start and save a form. The Guest Role is simply a way for a non Staff User to be able to enter fo...
Tue, 23 Aug, 2022 at 9:57 AM
RPM SSO With Azure Active Directory
Summary The RPM Platform allows users to link their RPM user to a Microsoft account using Sign in with Microsoft. Any Microsoft account can be used includi...
Tue, 22 Sep, 2020 at 9:03 AM
Proxy User
Top menu >> Users >> View user This functionality can be used when a staff user is either temporary not working or permanently not working i...
Mon, 20 Jun, 2022 at 1:43 PM
Staff Role Privileges
When a Staff user logs in to RPM, what they are able to do depends on both their Staff role they have assigned as well any Staff groups they have been inclu...
Fri, 15 Sep, 2023 at 1:31 PM
Trash Forms (privilege)
In our most recent update (V15) the privilege for trashing and archiving orders has been separated. The default is set to 'No'. You have to adjust...
Thu, 12 May, 2016 at 12:45 PM