Template:Rms manual users add new user: Difference between revisions

Latest revision as of 10:09, 12 March 2021

The Invite new user is used to invite new users to manage or view your RMS profile.

To invite a new user go to the RMS web page, Management on the Left sidebar panel, (Management → Users) and click on Users submenu.

Move your mouse pointer to the Top control Users menu and select Invite new (Users → Invite new).

Instructions

Move your mouse pointer to the Users menu and click Invite new user.
You will get a Invite new user pop-up window. All fields are mandatory.
Enter the Email of the new user, select the Company user will be able to manage and set the Role. Each role has different user rights.
Click Invite button when ready.

At the top of your screen, you will get a notification: User invited.

Invited users will receive an email inviting them to join. Should they accept the invitation and register, they will automatically be assigned to the company and role you specify in these fields.

Role - defines the user's role. Each role has different user rights on RMS. Possible roles:
- Read-only - users are used for demonstration purposes. They cannot perform any actions and cannot interact with any device, user or company.
- End client - can only see and interact with devices and users that belong to their specific company. End clients cannot create subsidiary companies and cannot manually move their company's credits.
- Administrator - have full control over their company devices, users, and any devices/ users that belong to their subsidiary companies. Administrators are able to create new users and subsidiary companies, as well as move credits between created subsidiary companies.

Important!

After the new user will receive an email. User will have to create a new RMS account.
Below you will see an example of such email.

@@ Line 1: / Line 1: @@
-The '''Add new''' function is used to add new users to your RMS profile.
+The '''Invite new user''' is used to invite new users to manage or view your RMS profile.
+To invite a new user go to the RMS web page, '''Management''' on the Left sidebar panel, (<b>Management → Users</b>) and click on <b>Users</b> submenu.
+Move your mouse pointer to the Top control '''Users''' menu and select '''Invite new''' (Users → Invite new).
+[[File:RMS-user-users-left-sidebar-panel.png]] [[File:RMS-top-menu-users-invite.png]]
+'''Instructions'''
 ----
-* Scroll your mouse pointer to the User submenu ('''Users → User''') and click "Add new":
+# Move your mouse pointer to the '''Users''' menu and click '''Invite new user'''.
+# You will get a Invite new user pop-up window. All fields are mandatory.
+# Enter the '''Email''' of the new user, select the '''Company''' user will be able to manage and set the '''Role'''. Each role has different user rights.
+# Click '''Invite''' button when ready.
-[[File:How to add new user to rms part 1 v1.png]]
+At the top of your screen, you will get a notification: '''User invited'''.
-----
-* A pop-box with user parameters will appear. All fields are mandatory, please fill them out. After everything is in order, click "Create user":
+[[File:Rms manual invite new user v1.png]]
+Invited users will receive an email inviting them to join. Should they accept the invitation and register, they will automatically be assigned to the company and role you specify in these fields.
-{| class="wikitable" style="border:2px solid white; background: white"
-|+
-| style="border:1px solid white; width: 686px; vertical-align: top;" | [[File:How to add new user to rms part 2 v2.png|left]]
-| style="border:1px solid white; vertical-align: top;" |
-{|style="margin: 0 auto; valign="left";"
-* '''Profile''' - specifies to which profile the new user will be assigned
 * '''Role''' - defines the user's role. Each role has different user rights on RMS. Possible roles:
-** ''Read only'' - users can only login to RMS and view data but not change anything
+** ''Read-only'' - users are used for demonstration purposes. They cannot perform any actions and cannot interact with any device, user or company.
-** ''End client'' - users can view data, add and manage devices
+** ''End client'' - can only see and interact with devices and users that belong to their specific company. End clients cannot create subsidiary companies and cannot manually move their company's credits.
-** ''Administrator'' - users can view data, add and manage devices and other users, distribute licence pools
+** ''Administrator'' - have full control over their company devices, users, and any devices/ users that belong to their subsidiary companies. Administrators are able to create new users and subsidiary companies, as well as move credits between created subsidiary companies.
-* '''User name''' - user's login name
-* '''Email''' - user's email address
-|}
-|-
-|}
-----
-* A pop-up box informing that the user was registered successfully will appear as well as a new entry in the user table:
-[[File:How to add new user to rms part 3 v1.png]] <br> [[File:How to add new user to rms part 4 v1.png]]
+'''<span style="color:#0455a4"><big>Important!</big></span>'''
-----
+* After the new user will receive an email. User will have to create a new RMS account.
-* The user will receive an email with its login information:
+* Below you will see an example of such email.
-[[File:How to add new user to rms part 5 v1.png]]
+[[File:RMS-new-user-email.jpg]]