User Management

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
User Menu
Looking at the right side of the page, you will see your username, which will be in place of the currently displayed RPM Support.  Clicking your u...
Thu, 4 Sep, 2025 at 2:04 PM
IP Allow List
The IP allow list is a security feature in RPM that lets you specify which IP addresses staff users are permitted to access your RPM subscription from. Only...
Thu, 7 Aug, 2025 at 1:22 PM