From any screen within RMSWeb
Click once on Setup on the Navigation bar
Choose Users from the list
Choose Security Profiles from the sub list
Click once on Add
1. Enter in the profile name
One profile can be used for multiple users therefore we suggest you use your departments as the description. For Example: Front Reception, Management etc.
2. Using the Allow and Read Only columns; Click once on each area of RMSWeb the employee will be required to make changes. Setting the No to Yes.
Allow - setting this column to YES will give the employee full access to this area of RMSWeb.
Read Only - setting this column to Yes will give the employee Read Only access to this area of RMSWeb For Example: they will be able to access the area in question however will not be able to make any changes to it.
Allow All will set each area of RMSWeb to YES under the allow column, this would commonly be used for a management Security Profile.
Expand and Collapse will show or hide each sub area within a grouping. Each main area of RMSWeb has a group heading. For Example in the below screen shot the Grouping is Access Setup Screens, each area below that is a sub area of that Grouping.
3. Choose the Category tab.
All profiles default to full access to all Categories.
4. If you wish to deny a Profile access to a particular category highlight the specific category on the right and side and using the less than icon (<) move that category to the left hand side.
5. Choose the Charge Type tab
All profiles default to provide access to all the Charge Types you have set up.
6. If you wish to restrict a profile to using certain Charge Types, select the Charge Type tab, highlight the Charge Types you wish to restrict for this profile and click the less than (<) button to move those Charge Types to the No Access area.
7. Click once on Save/Next to enter further Profiles, then click Save/Exit when complete.
Your Security Profiles have now been entered, please click HERE to setup your Users.