Difference between revisions of "Template:Rms manual users add new user"
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− | The ''' | + | The '''Invite new''' is used to invite new users to manage or view your RMS profile. |
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− | [[File: | + | 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. |
− | --- | + | |
− | + | Move your mouse pointer to the Top control '''Users''' menu and select '''Users''' (Users → Users). | |
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+ | [[File:RMS-device-menu-left-sidebar-panel.jpg]] [[File:RMS-top-menu-users-invite.png]] | ||
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+ | The '''Invite new''' function is used to add new users to your RMS profile. | ||
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+ | [[File:RMS-invite-new-user.gif]] | ||
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+ | <br> | ||
+ | '''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>'''. | ||
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+ | [[File:RMS-user-invited-green-message.png]] | ||
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* '''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 | + | ** ''Read-only'' - users are used for demonstration purposes. They cannot perform any actions and cannot interact with any device, user or company. |
− | ** ''End client'' - | + | ** ''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 | + | ** ''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. |
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− | * | + | '''<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]] |
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− | + | After the invited user creates an account. The user table will look similar to the example below. | |
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− | [[File: | + | [[File:RMS-users-list-new-users.png]] |
Revision as of 14:47, 9 July 2019
The Invite new is used to invite new users to manage or view your RMS profile.
To invite a new user go to the RMS web page, Left sidebar panel, (Users → Users) and click on Users submenu.
Move your mouse pointer to the Top control Users menu and select Users (Users → Users).
The Invite new function is used to add new users to your RMS profile.
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: ✔ User invited.
- Role - defines the user's role. Each role has different user rights on RMS. Possible roles:
- Read-only - users are used for demonstration purposes. They cannot perform any actions and cannot interact with any device, user or company.
- 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 - 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.
Important!
- 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
After the invited user creates an account. The user table will look similar to the example below.