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Knowledge base
Login & User Management
Login
7
How to Logon
Grant Temporary Access
Forgot Username?
Forgot Password?
Sign In With Microsoft
See all 7 articles
User Management
19
Find Users
Enable/Disable User Information
Sign in With Microsoft
Staff Roles
Customer Users
See all 19 articles
Users/Roles/Privileges/Groups
32
User Seat Hierarchy
Agent User Login Tutorial
Adding a Staff User
Enable or Disable a Staff User
Setting up Roles
See all 32 articles
General Navigation & Icons
2
Announcements
License and Application Services Agreement (Terms)
Commissions Management
FAQ
13
Step-by-Step Monthly Commission Duties
Import Commission Spreadsheets - Troubleshooting/Error Messages
My Account is not Paying Correctly
How do I check what I've imported this month so far? (View Imports)
Transfer Account
See all 13 articles
Commissions Setup
37
Step-by-Step Guide to Setting up RPM Telco
Intro to Agencies and Agents
Agents - Reps and Managers
Add Agency Manually
Add Reps Manually
See all 37 articles
How to use
174
Account Transfer
Add a Staff User
Supplier Custom Views
Renaming "Rep ID" to "Assignment Code"
Reorganized Display when Adding Columns to Commission Item Views
See all 174 articles
Process Management
Templates
22
Employee Shout Out!! Process
Dynamic Orders - Setup Guide
Internal Task Board
Communication Log Process
Agencies Process
See all 22 articles
Setup
7
Process Group
Compare Templates
All Processes History
Add Folders to Process
Process Archive
See all 7 articles
How to use
47
Import in Process (add or update forms)
View & Filter Table Fields
Import Data into Table Fields
View Downloads and Sorting in Excel
Add Participants
See all 47 articles
Process >> Template
18
Import/Copy a Process
Process Security
Signatures
Electronic Signatures Definitions
Layouts
See all 18 articles
Process >> Fields
44
Process Setup - Fields
Process Setup - Min and Max Value(s)
Process Setup - Archive Fields
Label Rows In Defined Table Field
Process Field Protection
See all 44 articles
Process >> Field Groups
1
Process Setup - Field Groups
Process >> Workflow
11
Process Setup - Workflow - Actions and Action Triggers
Process Setup - Workflow - Action Type
Staff Groups - Action Triggers
Process Setup - Workflow - Status Trigger
Process Setup - Workflow - Approvals
See all 11 articles
Process >> Commissions
4
Process Setup - Commissions
Process Setup - Commissions - Reference Method
Turn on Reconcile for Process
Assigning Reps from Orders
Process >> History
1
Process Template History
Dashboard
33
Dashboard Setup
Widgets
Portal Widget
Announcements Widget
Search Widget
See all 33 articles
Process Flow
2
Process Flow
Flow Groups
Table Fill
1
Table Fill
Email Notification
5
Email Notification
Email Integration
Email Notification
Email Notification Setup
Email Notification - Form Information
Shells
1
Shells
Process Settings
2
Process settings
Default Columns (process view)
Subscription Settings
7
Authority List
Subscription Settings
Currency Symbol option
Edit Subscriber Name
Date Format
See all 7 articles
Security Settings
1
Security Settings (logon)
Style Sheets
0
Usage >> Files
1
Files (Usage)
Usage >> Imports
1
Import History(all types)
Usage >> Last View Downloads
2
Last view downloads (Setup)
Last view download
Usage >> Deleted Forms
1
Deleted Form History
Integration >> Email Integration
8
Email Integration - Setup
Email Integration - How to use
Email Integration - Troubleshooting
Google App Password for Email Integration
Migrate From Basic Email Integration Settings
See all 8 articles
Integration >> Webhooks
1
Webhooks
Integration >> Offline Forms
2
Offline Forms
Offline Forms
Tools >> Rebuild Process Security
1
Rebuild Process Permissions
Tools >> Rebuild Views
1
Rebuild Views (Under Construction / Needs Text)
Training Tracking
14
Overview
Setup - Process Import
Setup - Table Fill
Setup - Fulfillment
Setup - Security
See all 14 articles
Job Hazard Assessment
5
Overview
Position Inventory
Job Hazard Assessment
Field Level Hazard Assessment
Position Risk Assessment
Vehicle Inspection Tracking
14
Overview
Setup - Vehicles
Setup - Vehicle Inspection Type
Setup - Vehicle Inspection
Setup - Vehicles cont'd
See all 14 articles
Mobile App
How to use
2
Navigating the App
Lighthouse Mobile App Beta
Setup
4
Offline Forms
Supported/Not Supported Fields
Using the Mobile App on a Microsoft Windows 10 device.
Mobile App Operating System and Device Policy
App Service Status
1
Mobile App Service Status
API
API
0
Getting Started
9
API General Information
Add API User
Introduction to RPM’s API
Getting Started With RPM's API
API Special Considerations
See all 9 articles
Endpoints
0
Developer Docs
2
JSON Structure for Forms
RPM Webhooks
Unique Usage
7
API Clearing Form Field Values
API Getting more fields in ProcForms
API Getting coordinates of the Options in a Location List Field
API Creating and Editing Forms that Contain Yes/No Lists Fields
API Reading Yes/no lists fields
See all 7 articles
Example Code
2
API Example Code
API RPM Salesforce Integration
API Table of Contents
1
API Endpoint Table of Contents
API Info Endpoints
1
API Endpoints Information
API User Endpoints
11
API User
API StaffAdd
API StaffEdit
API StaffList
API Staff
See all 11 articles
API Proc Endpoints
3
API Procs
API ProcFields
API ProcSecurity
API ProcFlows Endpoints
1
API ProcFlow
API ProcTableFillsList Endpoints
1
API ProcTableFillsList
API ProcForms Endpoints
19
API ProcForms
API ProcFormList
API ProcForm
API ProcFormAdd
API ProcFormEdit
See all 19 articles
API ProcViews Endpoint
1
API ProcViews
API ProcActions Endpoints
3
API ProcActions
API ActionTypes
API ActionEdit
API ProcActionsDue
1
API ProcActionsDue
API Suppliers Endpoints
4
API Suppliers
API Supplier
API SupplierAdd
API SupplierEdit
API Agencies Endpoints
4
API Agencies
API Agency
API AgencyAdd
API AgencyEdit
API CommItem Endpoints
1
API CommItem
API Commission Metrics Reports Endpoints
7
API CommAccounts
API CommAccount
API CommAgencies
API CommReps
API CommRep
See all 7 articles
API Accounts Endpoints
4
API Accounts
API Account
API AccountAdd
API AccountEdit
API Customers Endpoints
9
API Customers
API CustomerSearch
API Customer
API CustomerAdd
API CustomerEdit
See all 9 articles
API Rep Endpoints
3
API Rep
API RepAdd
API RepEdit
API Modified Endpoints
1
API Modified
Enhancements
Enhancements
17
What's an Enhancement?
RPM to Web Calendar Events
Scheduler
Status Aggregator
Status Dictator
See all 17 articles
Enhancement Use Cases
2
Weekend & Holiday Exclusion From a Process Date Calculation
Order and Account Field Sync
RPM to Web Calendar Events
3
Assigned Actions and Outlook Calendar Integration
Event Calendar (Outlook) Integration
Project Time Tracking & Google Calendar
Scheduler
5
Schedule Based Preventative Maintenance
Schedule Based Preventative Maintenance - Tool Calibration
Configuring a Scheduler
Schedule Based Preventative Maintenance - Pattern Examples
Event Based Preventative Maintenance
Status Aggregator
1
Status Aggregator Use Case - Incident Investigation and Corrective Action
Status Dictator
1
Status Dictator - Employee Training Profile
Workflow Extender
14
Field Change Tracker
Actions as Forms
Historian
Event Based Preventative Maintenance
Auto Archive Employee Profiles & Their Records
See all 14 articles
Bulk Data Processor
1
Summary Email for a Process
SQL to RPM Enhancement
0
Commission Carry-Over
1
Agency Commission Carry-Overs
Freshworks
1
Freshworks to RPM Monthly Support Process Integration
Google Maps Integration
2
Google Map Integration and Orders
Google Map Integration and Safety Incidents/Hazards
RPM to SMS
2
Share Important Safety Information
Notify Agents of Order Updates
Commission Run Process Processor
1
Agency Leaderboard
RPM Software
Privacy Policy
2
RPM Software, LLC Privacy Policy
California Consumer Privacy Statement
Acceptable Use Policy
1
Acceptable Use Policy (May 1, 2023)
System Requirements
1
Product System Requirements
RPM Platform Security FAQ
2
RPM Platform Frequently Asked Questions
RPM Data Dump
Understanding my Invoice
1
RPM Telco Billing Explanation
What's New - LCQ
23
What's New - RPM 33 - Release Date: February 26, 2023
What's New - RPM 32 - Release Date: September 25, 2022
What's New - RPM 31 - Release Date: May 29, 2022
What's New - RPM 30 - Release Date: January 30, 2022
What's New RPM 29 - Release Date: August 8, 2021
See all 23 articles
What's New - Telco
27
What's New RPM 33.1 - Release Date August 22, 2024
What's New RPM 33 - Release Date: February 12, 2023
What's New RPM 32 - Release Date: September 18, 2022
What's New RPM 31 - Release Date: May 15, 2022
What's New RPM 30 - Release Date: January 23, 2022
See all 27 articles
Unplanned Outage
67
RPM Service Status
March 24, 2024
July 25, 2023
June 12, 2023
March 31, 2023
See all 67 articles
What's New - API
6
RPM 22 - Sent: Feb 14, 2018
RPM 21 - Sent: September 29, 2017
UserPasswordCheck - Sent: February 28, 2017
No More Key Property - Sent: May 16th, 2017
RPM 19 - Sent: April 17, 2017
See all 6 articles
Service Level Obligations
1
Service Level Obligations
Support Services
1
Support Services
LCQ Sunset
3
Sample Transition Plan
Sunset FAQ
Data Migration - From Lighthouse, Cube, Quartz (“LCQ”) to Another Software Platform
Webinars
9
Dynamic Orders Webinar
Best Practices Webinar for Table Fill & Flow, Email Notifications & Integration, and Transfers
Best Practices Webinar - Widgets
Customer/Supplier/Agency Process API Enhancement Integration
Auto Renewal/Comm Carry-Over/Better Action Management RPM Telco API Enhancement Integration Webinar
See all 9 articles
Data Warehouse
Connecting
4
Connecting
Changing Password
Connecting to Microsoft Power BI Desktop
Connecting to Tableau Desktop
Data Structure
4
RPM >> Data Warehouse Architecture
Schemas
Field Naming Scheme
Multiple RPM Subscription Data Options