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User Management

Users


The Users page lists all users associated with a business.

Permissions Required

BUSINESS:USERS:VIEW:LIST
BUSINESS:USERS:CREATE:ADD_USER_BY_EMAIL
BUSINESS:USERS:DELETE:REMOVE_FORM_BUSINESS
BUSINESS:USERS:EDIT:CHANGE_ROLE
BUSINESS:USERS:EDIT:USER_THUMBNAIL
BUSINESS:USERS:VIEW:INDIVIDUAL_USER
BUSINESS:USERS:EDIT:ARCHIVE

Users list List of users

To add a user to a business, you can either add them by email (once they have created an account) or use a signup code.
Each user has a role group within the business that is defined by what permissions they have. They can also have a Role in the business, which is a text entry that can have any value.

Permissions


AdamRMS has a granular permission system which lets you define exactly what a user can do.

Permissions Required

BUSINESS:ROLES_AND_PERMISSIONS:VIEW
BUSINESS:ROLES_AND_PERMISSIONS:EDIT
BUSINESS:USERS:EDIT:ROLES_AND_PERMISSIONS
BUSINESS:ROLES_AND_PERMISSIONS:CREATE

Permission List AdamRMS Permissions

Throughout this guide permissions have been included in each section, but they are all listed on the permissions page.

Permissions are assigned to a Role Group, which can be created on a per-business basis. By default, businesses have an ‘Administrator’ Role group that has access to all permissions.

Signup Codes


Signup codes are a way for individuals to automatically be added to your business as a specific role Group.

Permissions Required

BUSINESS:USER_SIGNUP_CODES:VIEW
BUSINESS:USER_SIGNUP_CODES:CREATE
BUSINESS:USER_SIGNUP_CODES:EDIT
BUSINESS:USER_SIGNUP_CODES:DELETE

Signup Codes Business signup codes

The code is the item users enter to get access to your business.
AdamRMS tracks how many uses a code has had, and you can receive an email every time a signup code is used.

Trusted Domains


Trusted Domains allows users on AdamRMS with verified email addresses to join your businesses if their email matches a domain you enter below.

They are similar to Signup Codes, in that they allow others to join your business, but they are automatic and are offered to any user in any domain you list.

Permissions Required

BUSINESS:SETTINGS:EDIT:TRUSTED_DOMAINS

Trusted Domains