How to distribute credits among RMS profiles?

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Move RMS resources

To move RMS Credits or Management/Connection data packs go to Companies page under Administration section.

  1. There, next to +ADD button click on arrow to view more actions.
  2. Click on Move Resources
  3. In Move resources action window select:
    1. Type of resource you will be moving ( Credit / Management pack / Connect data pack).
    2. Company from which you will be moving resources.
    3. Company to which you will move the selected resource.
    4. Amount of resources you will move.
    5. Click on MOVE button to execute the action.

At the top of your screen, you will get a notification: Move operation completed successfully.

Create resource code

Alternatively, to transfer resources you can use resource codes (previously known as credit codes).

To create a code for desired resource, navigate to Companies page under Administration section.

  1. There, next to +ADD button click on arrow to view more actions.
  2. Click on Create code.
    Note: creating code from Companies page will use resources of company to which the current user belongs. If you desire to create code on specific sub-company and use its resources instead, do the action from Company's details page on desired company.
  3. In Create new code action window select:
    1. Type of resource you will put in the new code ( Credit / Management pack / Connect data pack).
    2. Amount of resources you will move.
    3. Optionally, you can type in comment for easier management.
    4. Click on CREATE button to execute the action.

To view the newly created code, navigate to Codes tab on your RMS company's details page.