User Creation & Administration

The Administration tab allows you to manage staff access, create new user profiles, and assign specific permission levels within the RPM portal.

Creating a New User

1. Navigate to the Administration tab in the top navigation bar and select the Users sub-tab.
2. Click Create New User.
3. Under the Contact tab, fill out the required First Name and Last Name. Be sure to enter an Email address and use the Reports by E-mail dropdown to select whether this user should receive daily or monthly closed batch reports.
4. Click over to the Login tab to create a username and password for the new staff member.
5. Select a Role from the dropdown menu (see the table below for permission details).
6. Click the Create button at the bottom of the screen.

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Note on Notifications

Under the Contact tab, selecting "Alerts" will subscribe the user to important system notifications from E-xact regarding changes, new features, and potential service interruptions.

User Roles & Permissions

When creating a new user, you must assign them a Role. This determines exactly what they can and cannot do within the RPM portal.