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    Security Profile

    Setup a new Security Profile in RMS.

    Decision Tree

    Security Profiles determine which actions a user can perform when logged into RMS.


    • Information
    • Setup
    • Add Button

    Information

    Security Profiles determine which menu items a user can access and the functions they can perform within RMS.

    Security Profiles can be setup and assigned to multiple users to create the tiered access levels required for various staff to perform their duties.

    Security Profiles include an Audit Trail which will display the changes made to access as well as the user who made the change.



    Category, Area, Reservation, Guest, Account Types, Sundry, Rate & Tax are default System Labels that can be customised.



    System Administrators will require Security Profile access to use this feature.




    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select the 'Add' icon.
    3. Enter a Profile Name.
    4. Expand a Function Menu.
    5. Select 'Yes' on the required Functions.
    6. Repeat Steps 5 & 6 for all required Functions.
    7. Save/Exit.



    Selecting 'Allow All' on any Function Menu without reviewing individual functions will create a conflict of user permissions.



    • Guide
    • Add Button

    Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select the 'Add' icon.

    Enter a Profile Name.

    Expand a Function Menu.

    Select 'Yes' on the required Functions.

    Repeat Steps 5 & 6 for all required Functions.

    Select 'Save/Exit' to store the changes made.

    This Security Profile can now be assigned to a user to provide their access level in RMS.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select the 'Add' icon.
    3. Enter a Profile Name.
    4. Expand a Function Menu.
    5. Select 'Yes' on the required Functions.
    6. Repeat Steps 5 & 6 for all required Functions.
    7. Save/Exit.



    Selecting 'Allow All' on any Function Menu without reviewing individual functions will create a conflict of user permissions.



    • Guide
    • Add Button

    Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select the 'Add' icon.

    Enter a Profile Name.

    Expand a Function Menu.

    Select 'Yes' on the required Functions.

    Repeat Steps 5 & 6 for all required Functions.

    Select 'Save/Exit' to store the changes made.

    This Security Profile can now be assigned to a user to provide their access level in RMS.

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