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Set up your system
Set up your system

What’s in System Setup? Learn how to set up your Current RMS system to suit your business.

Matthew James Finkel avatar
By Matthew1 author29 articles
Set your temporary container allocation strategy

Your account


Add your logo and update your contact information
Change your billing details
Configure and manage integrations with other services
Sign in to Current RMS using Google or Microsoft
Set up two factor authentication

Your settings


Add, remove, or manage users
Deactivate or delete a user account
Restrict access to parts of the system using roles
Customize your dashboard tiles
Store additional data by creating custom fields
Example custom fields
Add list of values and manage existing list options
Change a variety of company options in System Preferences

Static data


Restrict Inspections by User Role
Set up multiple locations using stores
Add, delete, and manage your product groups
Categorize income using revenue groups
Categorize costs using cost groups
Set up automatic discounting for organizations by adding discount categories
Use surcharges to apply surcharges to products
Create inspections to record asset test results

Taxation


Configure taxation using tax classes, rates, and rules
Set up a single state tax

Utilities


See all actions across the system using the Action Log
Import and export data
Erase some or all of your data

Documents and printing


🎞️ Set up document approval
Add, manage, and customize document layouts
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