Setup a User to run reports or view accessible areas without affecting the normal Users' limit.

Overview

The "Limited Access User" setting restricts a user's permissions in RMS to read-only. 

These users can view the information they have access to in accordance with their Security Profile, but cannot add, edit, or modify any data. However, they can still build and print reports.

A Limited User does not count towards your number of Licensed Users.

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

Each staff member requiring access to RMS must be set up as a unique User. This includes:

• The Users First & Last Name (Optional) 
• A unique username (no spaces or special characters)
• A complex password

Users are assigned access levels via Security Profiles, which determine the actions they can perform in RMS. A User may be assigned multiple Security Profiles across different properties, and all actions performed by a User are recorded in the Audit Trail.

A User cannot be deleted once they have logged in and performed any actions in RMS. To revoke access, a User can be set to Inactive via the user's profile. Inactive Users cannot log in, but their Audit Trail records remain accessible.

Guide

In the side menu of RMS, go to Setup > Users > User Information.

1. Select 'Add'.
   
    
2. Enter a Username.
3. Enter a Password.
4. Enter the User Details.
5. Enter the User Contacts.
6. Select the checkbox 'Limited User'.
7. Select Save.
   
    
8. Navigate to the 'Profiles' tab.
9. Select 'Add'.
   
    
10. Select a Security Profile.
11. Select Save/Exit.
    
     

12. Select Save/Exit.