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Template:Rms manual users add new user (view source)
Revision as of 14:47, 9 July 2019
, 14:47, 9 July 2019no edit summary
The '''Add new''' function is used to add new users to your RMS profile.
The '''Invite new''' is used to invite new users to manage or view your RMS profile.
[[File:How to add new user to rms part 1 v1.png]]
To invite a new user go to the RMS web page, Left sidebar panel, (<b>Users → Users</b>) and click on <b>Users</b> submenu.
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Move your mouse pointer to the Top control '''Users''' menu and select '''Users''' (Users → Users).
[[File:RMS-device-menu-left-sidebar-panel.jpg]] [[File:RMS-top-menu-users-invite.png]]
The '''Invite new''' function is used to add new users to your RMS profile.
[[File:RMS-invite-new-user.gif]]
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'''Instructions'''
# Move your mouse pointer to the '''Users''' menu and click '''Invite new'''.
# You will get a Invite new user pop-up window. All fields are mandatory.
# Enter the '''Email''' of the new user, select the '''Company''' user will be able to manage and set the '''Role'''. Each role has different user rights.
# Click '''Invite''' button when ready.
At the top of your screen, you will get a notification in green text: '''<span style="color:#368d3b">✔ User invited</span>'''.
[[File:RMS-user-invited-green-message.png]]
* '''Role''' - defines the user's role. Each role has different user rights on RMS. Possible roles:
* '''Role''' - defines the user's role. Each role has different user rights on RMS. Possible roles:
** ''Read only'' - users can only login to RMS and view data but not change anything
** ''Read-only'' - users are used for demonstration purposes. They cannot perform any actions and cannot interact with any device, user or company.
** ''End client'' - users can view data, add and manage devices
** ''End client'' - can only see and interact with devices and users that belong to their specific company. End clients cannot create subsidiary companies and cannot manually move its company's licenses.
** ''Administrator'' - users can view data, add and manage devices, other users and sub-profiles, distribute licence pools
** ''Administrator'' - have full control over their company devices, users, and any devices/ users that belong to their subsidiary companies.Administrators are able to create new users and subsidiary companies, as well as move licenses between created subsidiary companies.
* '''Email''' - user's email address
'''<span style="color:#0455a4"><big>Important!</big></span>'''
* After the new user will receive an email. User will have to create a new RMS account.
* Below you will see an example of such email
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[[File:RMS-new-user-email.jpg]]
After the invited user creates an account. The user table will look similar to the example below.
[[File:How to add new user to rms part 5 v1.png]]
[[File:RMS-users-list-new-users.png]]
