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User Access to Guest Profiles

Overview

The Security Profile a User has assigned to them determines which menu items they see and which functions they can perform whilst logged into RMS.

Providing Security Profile access to Guest Profiles enables users to view guest information in RMS.

Additional Security Profile options related to the Guest Profile will determine what interactions a user can have with the Guest Profile they are viewing.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

★ Hint: After saving changes to Security Profiles, Users should log out of RMS and then log back in to ensure the database updates and reflects the modifications.


Guide

In the side menu of RMS, go to Setup > Users > Security Profiles.

  1. Select 'Edit' on an existing Security Profile.
    Annotated screenshot of the Security Profiles screen in RMS highlighting the Edit icon aligned with a Security Profile
     
  2. Expand the 'Guest Screens' Function Menu.
    Annotated screenshot of the Edit Security Profile screen in RMS highlighting the Guest Screens function menu
     
  3. Select 'Allow' as 'Yes' on the Function 'Allow Access to Client Screen'.
  4. Select 'Allow' as 'Yes' on the Function 'Allow User to Modify Details Tab'.
  5. Select Save/Exit.
    Annotated screenshot of the Edit Security Profile screen in RMS highlighting the Allow Access to Client Screen and Allow User to Modify Details Tab functions set to Yes and the Save/Exit button

 

 

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