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1,673 bytes added ,  16:17, 11 January 2023
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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.
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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
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#Invite new users, change their roles
*Remove selected users
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#Remove selected users
*Search through existing ones by email, username, company, and roles.
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#Search through existing ones by email, username, company, and roles.
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#Additionally, you can change table settings, refresh it.
 
<br>
 
<br>
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==Invite new==
 
==Invite new==
 
[[File:Rmsusers4.png|border|right|class=tlt-border|500x700px]]
 
[[File:Rmsusers4.png|border|right|class=tlt-border|500x700px]]
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The removed users should longer be visible in the user table.
 
The removed users should longer be visible in the user table.
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=Roles & Permissions=
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==Summary==
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Roles & Permissions can be found under [[RMS Users|Users]] section in left sidebar. Here you can configure various user roles, and their permissions.
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[[File:Rmsusers12.png|border|class=tlt-border|1100x700px]]
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==Overview==
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[[File:Rmsusers10.png|border|class=tlt-border|1100x700px]]
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In this screen you can:
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#Create new role
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#Remove selected role(s)
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#Search through existing roles by name or company.
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#Edit role's permissions, view all users with this role.
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*Additionaly you can change table settings.
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==Creating new role==
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[[File:Rmsusers11.gif|thumb|700px|right|Creating new role]]
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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>.
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<br>
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'''Instructions'''
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# 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.
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# You'll be redirected to the "'''New Role'''" window.
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# 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
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# And finally click on the '''Create''' button.
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At the top of your screen, you will get a notification: '''Role created successfully'''.
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==Removing a role==
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#Select roles you'd like to remove
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#A '''''Remove selected role(s)''''' button will appear left of search bar, click it.
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# A confirmation pop-up will appear, confirm it to delete selected roles.
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[[Category:RMS_Administration]]

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