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==Summary==
==Summary==
The '''Users''' tab is located in the '''[[Draft:RMS Administration|Administration]]''' section in the left sidebar. It can be used to invite or remove users from your RMS account. This section of the RMS user manual provides an overview of the functions of the Users tab.
The '''Users''' tab is located in the [[RMS Administration|Administration]] section in the left sidebar. It can be used to invite or remove users from your RMS account. This section of the RMS user manual provides an overview of the functions of the Users tab.
=Users=
=Users=
==Overview==
==Overview==
[[File:Rmsusers1.png|border|class=tlt-border|1100x700px]]
[[File:Rmsusers1.png|border|class=tlt-border|1100x700px]]
In this screen you can:
In this screen you can:
#Invite new users, change their roles
#Remove selected users
#Search through existing ones by email, username, company, and roles.
#Additionally, you can change table settings, refresh it.
<br>
<br>
==Invite new==
==Invite new==
[[File:Rmsusers4.png|border|right|class=tlt-border|500x700px]]
[[File:Rmsusers4.png|border|right|class=tlt-border|500x700px]]
The '''<span style="color:#0455a4">Invite</span>''' button is used to invite new users to manage or view your RMS profile.
The '''<span style="color:#2353a5">''Invite''</span>''' button is used to invite new users to manage or view your RMS profile.
'''<span style="color:#0455a4">Important note:</span>''' you can only invite users to your company that don't already have an RMS account.
'''<span style="color:#0455a4">Important note:</span>''' you can only invite users to your company that don't already have an RMS account.
'''Instructions'''
'''Instructions'''
----
----
# Move your mouse pointer to the '''<span style="color:#0455a4">+ Invite</span>''' button and click it or go to the '''Invitations''' tab and click '''<span style="color:#0455a4">Invite new user</span>''' if there are no current invitations.
# Move your mouse pointer to the '''<span style="color:#2353a5">''+ Invite''</span>''' button and click it or go to the '''Invitations''' tab and click '''<span style="color:#2353a5">''Invite new user''</span>''' if there are no current invitations.
# You will get a Invite new user pop-up window. All fields are mandatory.
# You will get a Invite new user pop-up window. All fields are mandatory.
# Enter the '''Email''' of the new user, select the '''Company''' that user will be able to manage and set the '''Role'''. Each role has different user permissions.
# Enter the '''Email''' of the new user, select the '''Company''' that user will be able to manage and set the '''Role'''. Each role has different user permissions.
# Click '''Invite''' button when ready.
# Click '''<span style="color:#2353a5">''Invite''</span>''' button when ready.
At the top of your screen, you will get a notification: '''Invite sent successfully'''.
At the top of your screen, you will get a notification: '''Invite sent successfully'''.
The removed users should longer be visible in the user table.
The removed users should longer be visible in the user table.
=Roles & Permissions=
==Summary==
Roles & Permissions can be found under [[RMS Users|Users]] section in left sidebar. Here you can configure various user roles, and their permissions.
[[File:Rmsusers12.png|border|class=tlt-border|1100x700px]]
==Overview==
[[File:Rmsusers10.png|border|class=tlt-border|1100x700px]]
In this screen you can:
#Create new role
#Remove selected role(s)
#Search through existing roles by name or company.
#Edit role's permissions, view all users with this role.
*Additionaly you can change table settings.
==Creating new role==
[[File:Rmsusers11.gif|thumb|700px|right|Creating new role]]
To create a new role go to the RMS web page, [[RMS Administration|Administration]] on the Left sidebar panel, and click on <b>Users</b>.
<br>
'''Instructions'''
# Click on a arrow on the blue <big><span style="color:#0455a4">'''+ INVITE'''</span></big> button right of the title '''Users''', and option to '''create new role''' will appear.
# You'll be redirected to the "'''New Role'''" window.
# In this screen: select a company that will have this role, type in its name, and select the permissions, you'd like your role to have. Additionally, you can type in Description, base permissions on already existing roles
# And finally click on the '''Create''' button.
At the top of your screen, you will get a notification: '''Role created successfully'''.
==Removing a role==
#Select roles you'd like to remove
#A '''''Remove selected role(s)''''' button will appear left of search bar, click it.
# A confirmation pop-up will appear, confirm it to delete selected roles.
[[Category:RMS_Administration]]
