RPM Software

Staff roles define staff users by specific permissions that determine their access to data and functionality in RPM. Roles must be created before you can as...

Customer users are typically setup to allow customers, vendors, or other 3rd party stakeholders limited access to processes. To setup a Customer, navig...

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 ...

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...

Invite User by Email To invite the new user by email, enter their email address in the text box provided and click the checkbox awknowledigng that billi...

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 ...

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. ...

Add custom fields to staff users to keep track of information such as: employment start date, social insurance numbers, and emergency contact info.  To ...

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...

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...