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Summary
Access to data and features for staff users is defined by the role of the user. These roles have various privileges. Each privilege covers a section or functionality group in RPM and typically has the options "Yes" or "No".
- For agent user security see: Agent permissions
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Privileges
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Processes
- Add, edit, delete process templates
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Commissions
- Commissions section
- Suppliers and products section
- View commission items, adjustments
- Import commission items
- Edit commission items, adjustments
- Calculate commissions
- Start, close commission runs
- * View agency, rep, customer, account commission results
- Subscriber, supplier commission totals
- View agency schedules
- Edit agency schedules
- View master schedules, account groups
- Edit master schedules, account groups
- View deposits
- Add, edit, delete deposits
- View payments
- Add, edit, delete payments
- Add, edit, assign rep IDs
- Setup commisson defaults
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Relationships
- Agencies and reps section
- Add agencies
- Delete agencies
- Edit agencies
- Add reps, managers
- Delete reps, managers
- Edit reps, managers
- Import agencies, reps, managers
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Customers
- Customers and accounts section
- Add customers, accounts
- Delete customers, accounts
- Edit customers, accounts
- Import customers, accounts
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Suppliers
- Suppliers and products section
- Add, delete suppliers
- Edit suppliers
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Infrastructure
- Setup custom fields
- Save shared views
- Edit subscriber
- View, modify management
- Download Excel files
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Processes
Process management has separate permissions set per template.
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Editing privileges
See Role
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Recycle bin security
- Recycle bin only shows things deleted by the user unless the user is a super user then they see everything
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Notes
- Import is part of the add for agencies, reps, customers, and accounts. This means if I have add but not edit, I can still edit via import. Import staff is only available to super users.
- If I can delete an agency then it will delete the reps & managers in that agency regardless of my delete rep privilege. Same goes for customers & accounts, although at this time customers and accounts are still sharing a set of privileges so it's a moot point.
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History
- Mercury: Feature added (the "Staff" user & roles).
- Rockefeller: Per-process privileges.
- Jupiter: New security architecture brought more privileges and now "Yes" and "No" are the only options.
- Callisto: Supplier privileges
- Europa: Download
- This page was last modified 15:36, 24 Jul 2007.
- This page has been accessed 4945 times.