Difference between revisions of "RMS Users: Profiles"

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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.
 
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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* Scroll your mouse pointer to the Profile submenu ('''Users → Profiles → Profile''') and click "Add new profile":
  
 
[[File:How to add a new profile to rms part 1 v1.png]]
 
[[File:How to add a new profile to rms part 1 v1.png]]
 
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* Enter a custom name and an email address that will associated with the new profile and click "Create profile":
  
 
[[File:How to add a new profile to rms part 2 v1.png]]
 
[[File:How to add a new profile to rms part 2 v1.png]]
 
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* You will be greeted with a pop-up informing you that the profile was created successfully. You can close it:
  
 
[[File:How to add a new profile to rms part 3 v1.png]]
 
[[File:How to add a new profile to rms part 3 v1.png]]
 
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* The specified recipient will receive an email, where he will have to confirm the email address for that profile. In that email, click the "Confirm email" button or if that doesn't work for some reason, you the confirmation link provided in the email:
  
 
[[File:How to add a new profile to rms part 4 v1.png]]
 
[[File:How to add a new profile to rms part 4 v1.png]]
 
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* When you visit the link you will simply be greeted with a pop-up informing you that the email address has been confirmed:
  
 
[[File:How to add a new profile to rms part 5 v2.png]]
 
[[File:How to add a new profile to rms part 5 v2.png]]

Revision as of 15:18, 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.


  • Scroll your mouse pointer to the Profile submenu (Users → Profiles → Profile) and click "Add new profile":

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


  • Enter a custom name and an email address that will associated with the new profile and click "Create profile":

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


  • You will be greeted with a pop-up informing you that the profile was created successfully. You can close it:

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


  • The specified recipient will receive an email, where he will have to confirm the email address for that profile. In that email, click the "Confirm email" button or if that doesn't work for some reason, you the confirmation link provided in the email:

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


  • When you visit the link you will simply be greeted with a pop-up informing you that the email address has been confirmed:

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

Move pools

Move child

Delete