Template:Rms manual rms create resource code: Difference between revisions
Appearance
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
==Create resource code== | ==Create resource code== | ||
Alternatively, to transfer resources you can use resource codes (previously known as ''credit codes''). | Alternatively, to transfer resources you can use resource codes (previously known as ''credit codes''). | ||
===From company details page=== | |||
To create a code for desired resource, navigate to [[RMS Companies|Companies]] page under Administration section. | To create a code for desired resource, navigate to [[RMS Companies|Companies]] page under Administration section. | ||
#In the [[RMS Companies|Companies Page]] click on '''View company details''' [[File:Rmsinfo.png|16px]] on the company you want to create resource code. | |||
#Navigate to '''Resources''' tab and open '''Codes''' section. <br>[[File:RMS Company details codes.png|border]] | |||
#Click on [[File:Action button.png|border]] and select "'''+ Create code'''". | |||
#In Create new code action window select: | |||
##Type of resource you will put in the new code ( Credit / Management pack / Connect data pack). | |||
##Amount of resources you will move. | |||
##Optionally, you can type in comment for easier management. | |||
##Click on '''Create''' button to execute the action. | |||
[[File:Rmsusers16.png|border|class=tlt-border]] | |||
Your newly created code will immediately appear in this section. | |||
'''<span style="color:#0455a4"><big>Important!</big></span>''' | |||
* The code will belong '''to the company on which company details the code was created'''. | |||
===From resources page=== | |||
To create a code for desired resource, navigate to [[RMS Resources|Resources]] page under Administration section. | |||
#Open '''Codes''' section. <br>[[File:RMS Resources page codes.png|border]] | |||
#Click on [[File:Action button.png|border]] and select "'''+ Create code'''". | |||
#In Create new code action window select: | #In Create new code action window select: | ||
##Type of resource you will put in the new code ( Credit / Management pack / Connect data pack). | ##Type of resource you will put in the new code ( Credit / Management pack / Connect data pack). | ||
##Amount of resources you will move. | ##Amount of resources you will move. | ||
##Optionally, you can type in comment for easier management. | ##Optionally, you can type in comment for easier management. | ||
##Click on | ##Click on '''Create''' button to execute the action. | ||
[[File:Rmsusers16.png|border|class=tlt-border]] | [[File:Rmsusers16.png|border|class=tlt-border]] | ||
Your newly created code will immediately appear in this section. | |||
'''<span style="color:#0455a4"><big>Important!</big></span>''' | |||
* The code will belong '''to the company to which your user belongs'''. | |||
Latest revision as of 10:10, 26 March 2025
Create resource code
Alternatively, to transfer resources you can use resource codes (previously known as credit codes).
From company details page
To create a code for desired resource, navigate to Companies page under Administration section.
- In the Companies Page click on View company details
on the company you want to create resource code. - Navigate to Resources tab and open Codes section.

- Click on
and select "+ Create code". - In Create new code action window select:
- Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
- Amount of resources you will move.
- Optionally, you can type in comment for easier management.
- Click on Create button to execute the action.
Your newly created code will immediately appear in this section.
Important!
- The code will belong to the company on which company details the code was created.
From resources page
To create a code for desired resource, navigate to Resources page under Administration section.
- Open Codes section.

- Click on
and select "+ Create code". - In Create new code action window select:
- Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
- Amount of resources you will move.
- Optionally, you can type in comment for easier management.
- Click on Create button to execute the action.
Your newly created code will immediately appear in this section.
Important!
- The code will belong to the company to which your user belongs.
