Difference between revisions of "RMS Users: Profiles"

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==Summary==
 
==Summary==
  
The '''Profiles''' section located in the '''[[RMS Manual: Users|Users]]''' tab can be used to create and delete profiles and manage RMS licenses. This section of the user manual provides an overview on the functions of the Profiles section.
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The '''Profiles''' section located in the '''[[RMS Manual: Users|Users]]''' menu tab can be used to create and delete profiles and manage RMS credits. This section of the RMS user manual provides an overview of the functions of the Profiles section.
  
==Add new profile==
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==Add new company==
 
{{Template:rms manual users add new profile}}
 
{{Template:rms manual users add new profile}}
==Move child==
 
  
==Move pools==
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==Move credit pool==
{{Template:rms manual users move pools}}
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To move credit pool to a different company go to the RMS web page, Left sidebar panel, Services tab and click on '''Service pools''' submenu.
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<br>
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[[File:RMS-licenses-pools-left-sidebar-panel.jpg]]  [[File:RMS pool move animacija.gif]]
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<br>
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# Scroll your mouse pointer to the Top control '''Service pools''' menu  ('''Service pools → Move''').
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# Select or search for the company from which the credits will be moved.
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# Next select or search for the company to which the credits will be moved.
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# Enter the number of credits you want to assign to the new credit pool.
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# Click '''Move''', and a new service pool will appear at the top of the service pools table.
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At the top of your screen, you will get a notification in green text: '''<span style="color:#368d3b">Credit pool moved</span>'''.
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==Delete==
 
==Delete==
 
{{Template:rms manual users delete profile}}
 
{{Template:rms manual users delete profile}}

Latest revision as of 14:29, 1 October 2019

Summary

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

Add new company

To create a new company go to the RMS web page, Management on the Left sidebar panel, (Management → Companies) and click on Companies submenu.

Move your mouse pointer to the top control Company menu and select Add new (Company → Add new).

RMS-user-companies-left-sidebar-panel.png RMS-top-menu-company-add-new.png

The Add new function is used to create new companies for your RMS profile. You can create a subsidiary company that will belong to your current company.

Rms manual add new company v1.png


Instructions

  1. Move your mouse pointer to the Company menu and click Add new company.
  2. You will get a Add new company pop-up window.
  3. Enter your company name and select the parent company. Which parent company the newly created company will belong to.
  4. And finally click on the Create button.

At the top of your screen, you will get a notification: Company created.

Important!

  • Keep in mind, if you are a 3rd level company (your parent company has a parent company of its own), you cannot create a subsidiary company of your own.

Move credit pool

To move credit pool to a different company go to the RMS web page, Left sidebar panel, Services tab and click on Service pools submenu.


RMS-licenses-pools-left-sidebar-panel.jpg RMS pool move animacija.gif


  1. Scroll your mouse pointer to the Top control Service pools menu (Service pools → Move).
  2. Select or search for the company from which the credits will be moved.
  3. Next select or search for the company to which the credits will be moved.
  4. Enter the number of credits you want to assign to the new credit pool.
  5. Click Move, and a new service pool will appear at the top of the service pools table.

At the top of your screen, you will get a notification in green text: Credit pool moved.

Delete

To remove company go to the RMS web page, Left sidebar panel, (Users → Companies) and click on Companies tab.

Move your mouse pointer to the top control Company menu and select Remove (Company → Remove).

RMS-user-companies-left-sidebar-panel.png RMS-top-menu-company-remove.png

Rms manual remove company v1.png


Instructions


  1. Select a company you would like to remove.
  2. Move your mouse pointer to the Company menu and click Remove company.
  3. You will get a confirmation pop-window. Click the Confirm button to continue.


Rms manual remove company complete v1.png

Important!

  • If there any assigned devices to the company you want to remove, all those devices will also be removed from the RMS.
  • You can remove multiple companies at the same time.