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

Revision as of 10:12, 10 July 2019

To create a new company go to the RMS web page, Left sidebar panel, (Users → Companies) and click on Companies tab.

Move your mouse pointer to the top control Company menu and select Add new (Company → Add new).

The Add new function is used to create new companies for your RMS profile.

Instructions

Move your mouse pointer to the Company menu and click Add new.
You will get a Add new company pop-up window. Enter your company name and click Create button add new company.

At the top of your screen, you will get a notification in green text: ✔ Company created.

Important!

In current version for RMS you can only assign a company for a device when you are adding a device to RMS.

@@ Line 1: / Line 1: @@
-The '''Add new profile''' function can be used to create '''sub-profiles''' on your RMS company (main RMS profile).
+To create a new company go to the RMS web page, Left sidebar panel, (<b>Users → Companies</b>) and click on <b>Companies</b> tab.
-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:
+Move your mouse pointer to the top control '''Company''' menu and select '''Add new''' (Company → Add new).
-[[File:Rms profile hierarchy v2.jpg|800px]]
-Only your main RMS profile’s users with the '''Administrator''' role can create new sub-profiles and move license pools. Sub-profile users with the Administrator role can still create new users in that sub-profile, but can not create new profiles.
+[[File:RMS-user-companies-left-sidebar-panel.png]] [[File:RMS-top-menu-company-add-new.png]]
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-* Scroll your mouse pointer to the Profile submenu ('''Users → Profiles → Profile''') and click "Add new profile":
-[[File:How to add a new profile to rms part 1 v1.png]]
+The '''Add new''' function is used to create new companies for your RMS profile.
-----
-* Enter a custom name and an email address that will be associated with the new profile and click "Create profile":
-[[File:How to add a new profile to rms part 2 v1.png]]
+<br>
-----
+[[File:RMS-company-add-new.gif]]
-* You will be informed that the profile was created successfully by a pop-up box. You can close it:
-[[File:How to add a new profile to rms part 3 v1.png]]
+<br>
-----
+'''Instructions'''
-* 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:
+# Move your mouse pointer to the '''Company''' menu and click '''Add new'''.
+# You will get a Add new company pop-up window. Enter your company name and click '''Create''' button add new company.
-[[File:How to add a new profile to rms part 4 v1.png]]
+At the top of your screen, you will get a notification in green text: '''<span style="color:#368d3b">✔ Company created</span>'''.
-----
-* 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:RMS-company-created-green-message.png]]
-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.
+'''<span style="color:#0455a4"><big>Important!</big></span>'''
+* In current version for RMS you can only assign a company for a device when you are adding a device to RMS.