Users are the different logins that will have access to your Current RMS system. You can use Roles to determine what particular user accounts can access and do in your system.
What’s a user account?
In Current RMS, a user account is a discrete login to your system with an email address and password.
Benefits of additional users
Use roles to restrict what particular users can see or do in your system, e.g. prevent accounts from accessing reports.
See a list of all of your users’ calendars and schedule activities for them.
Get a full audit trail of a user’s actions in your system, e.g. see who deleted an opportunity.
Send discussions to users and keep track of which users have read a message
If you’re adding user accounts, we recommend thinking about your roles first. Roles determine what a user can and can’t do when using your Current RMS system. For example, you could set up the system so your office team can only see your People & Organizations, or your warehouse team can’t see financial information.
Find Roles by going to System Setup > Roles and role membership.
To learn more about roles, see: Roles and role membership
Add user accounts
Keep in mind that Current RMS is billed on a per-user account basis, so adding additional accounts will incur a charge. Check out our pricing page for details, see: Current RMS Pricing.
Questions about pricing? We’re happy to help! Start a conversation using the green help bubble at the bottom-right ↘️
To add a new user account, head to System Setup > Users, then click the green add user account.
On the next screen, fill out all of the fields to create your account. See: Users