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

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* Enter a custom name and an email address that will associated with the new profile and click "Create profile":
* Enter a custom name and an email address that will be associated with the new profile and click "Create profile":


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* When you visit the link you will simply be greeted with a pop-up informing you that the email address has been confirmed:
* When you visit the link you will simply be greeted by a pop-up informing you that the email address has been confirmed:


[[File:How to add a new profile to rms part 5 v2.png]]
[[File:How to add a new profile to rms part 5 v2.png]]


At this point your new RMS sub-profile will have been created and ready to be uses. If you want to add users to the new-sub-profile, we suggest visiting the '''[[RMS Users: Users]]''' page of the [[RMS Manual]] for instructions.
At this point your new RMS sub-profile will have been created and ready to be used. If you want to add users to the new-sub-profile, we suggest visiting the '''[[RMS Users: Users]]''' page of the [[RMS Manual]] for instructions.

Revision as of 10:29, 23 May 2018

The Add new profile function can be used to create sub-profiles on your RMS company (main RMS profile).

RMS profile hierarchy is comprised of two levels: on the first level is your main RMS profile; on the second level - sub-profiles created by your main RMS profile. Sub-profiles are child profiles that belong to a higher profile instance. Sub-profiles created from your main RMS profile can be monitored and managed from your main profile but are unreachable from and invisible to each other:

Only your main RMS profile’s users with the Administrator role can create new sub-profiles and move license pools. Sub-profile users with an Administrator role can still create new users in that sub-profile, but can't create new profiles.


  • Scroll your mouse pointer to the Profile submenu (Users → Profiles → Profile) and click "Add new profile":


  • Enter a custom name and an email address that will be associated with the new profile and click "Create profile":


  • You will be informed that the profile was created successfully by a pop-up box. You can close it:


  • The specified recipient will receive an email asking to confirm the email address for that profile. In that email, click the "Confirm email" button or if that doesn't work for some reason, copy the confirmation link provided in the email into your web browser's URL field:


  • When you visit the link you will simply be greeted by a pop-up informing you that the email address has been confirmed:

At this point your new RMS sub-profile will have been created and ready to be used. If you want to add users to the new-sub-profile, we suggest visiting the RMS Users: Users page of the RMS Manual for instructions.