Difference between revisions of "RMS Users: Profiles"

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(Created page with "==Summary== The '''Profiles''' section located in the '''Users''' tab can be used to create and delete profiles and manage RMS licences. This section of...")
 
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==Add new profile==
 
==Add new profile==
The '''Add new profile''' function can be used to create sub-profiles on your RMS company.  
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The '''Add new profile''' function can be used to create '''sub-profiles''' on your RMS company (main RMS profile). Sub-profiles are child profiles that belong to a higher profile instance. For example, sub-profiles created from your main RMS profile can be monitored and managed from your main profile but are unreachable from and invisible to each other:
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[[File:Rms profile hierarchy.png]]
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Only your main RMS profile’s users with the '''Administrator''' role can create new sub-profiles and move license pools. Sub-profile users with an Administrator role can create new users in that sub-profile, but can't create new profiles.
 
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Revision as of 15:03, 15 May 2018

Summary

The Profiles section located in the Users tab can be used to create and delete profiles and manage RMS licences. This section of the user manual provides an overview on the functions of the Profiles section.

Add new profile

The Add new profile function can be used to create sub-profiles on your RMS company (main RMS profile). Sub-profiles are child profiles that belong to a higher profile instance. For example, sub-profiles created from your main RMS profile can be monitored and managed from your main profile but are unreachable from and invisible to each other:

Rms profile hierarchy.png

Only your main RMS profile’s users with the Administrator role can create new sub-profiles and move license pools. Sub-profile users with an Administrator role can create new users in that sub-profile, but can't create new profiles.


How to add a new profile to rms part 1 v1.png


How to add a new profile to rms part 2 v1.png


How to add a new profile to rms part 3 v1.png


How to add a new profile to rms part 4 v1.png


How to add a new profile to rms part 5 v2.png

Move pools

Move child

Delete