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. ...

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. ...

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

Staff Groups are a compliment to roles, allow users to have multiple dashboards, and deliver flexible workflow capabilities. Staff Groups can be setup t...