How to create a User in RMS. 

Information

A User is an individual who accesses the database and performs actions while logged in.

Each staff member requiring access to RMS must be set up as an individual User with their own contact information and a complex password.

A User is assigned an access level using a Security Profile, and actions performed in RMS are recorded in an Audit Trail. A User can be assigned multiple Security Profiles for multiple Properties.

A User cannot be deleted if they have logged in and performed any actions in RMS, but they can be set to 'Inactive' to revoke system access.

An Inactive User will no longer be able to log in to RMS, and all Audit Trail records for that User will remain available.

A User who is nominated as a Primary Contact cannot be set to 'Inactive' until the Primary Contact has been replaced.

Usernames cannot contain spaces or special characters, and a User must have a Security Profile assigned to access menu items.

Guide

Navigate to Setup > Users > User Information, and complete the Mandatory Blue Fields. All other fields are Optional. 

1. Select the 'Add' icon.
2. Enter a 'Username'.
   Usernames cannot contain spaces or special characters.
3. Enter a 'Password'.
4. Enter the 'Given Name'.
5. Enter the 'Surname'.
6. Enter the 'Mobile number'.
7. Enter the 'Email address'.
   All other fields are optional. 

8. Select 'Save' (Do Not Exit) 
   
    
9. Navigate to the 'Profiles' tab.
10. Select the 'Add' icon.
11. Select the checkbox for a 'Security Profile'.
12. Select the checkbox for a 'Property'.
13. Select the checkbox for Accessible Categories.

14. Select 'Save/Exit'.
    

    ★ Tip: This User will now be able to log in and perform the actions permitted on their assigned Security Profile in RMS. Actions performed by the User will be recorded on the related Audit Trail.