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User Access to Form Letters

A guide to giving Users access to Form Letters in RMS.

 

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.

Once the steps in this article have been completed, the assigned SMS templates and Form Letters will be displayed in the list of available Correspondence for the user to access.

✎ 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.

 

 

★ Tip: 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 an existing Security Profile and choose 'Edit'.
    Security Profiles screen in RMS listing existing profiles with one profile selected and the Edit option highlighted to modify its permissions.
     
  2. Navigate to the 'Correspondence' tab.
  3. Select the required Form Letters.
  4. Choose the '>' button to move to the 'Access Allowed' section.
  5. Select Save/Exit.
    Edit Security Profile screen in RMS with the Correspondence tab selected, showing available Form Letters on the left, Access Allowed on the right, the ‘>’ button used to move selected Form Letters into Access Allowed, and a Save/Exit button to apply the correspondence permissions.

 

 

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