Checklist for new user setup

The information below is intended to aid you with setting up your new user.  Changes are not limited to the steps outlined.  RFMS Support is available, as needed:

• If the new user is using a previous user’s device or a device with RFMS access already setup on it, there may be saved login credentials that need to be edited or deleted to allow the new user to login under their username. 

• Exit out of RFMS on the workstation
• Right click on the RFMS icon
• Click ‘Edit’ (you may have to select ‘Show more options’ to see the ‘Edit’ option)
• Click the blue underlined ‘delete’ hyperlink on that page. That should clear out the previous user’s saved credentials. (See picture snip below):
  
• Double click the RFMS icon. It should require you to sign in with a username and password. Use the new user’s credentials.

• Copy system options: Copy System Options
• Review RFMS passwords and configuration: Setup New Password/Level
• Setup salesperson, if needed: Create new sales person
• Associate user with salesperson or worker: Associate new user
• If RFMS Measure or APPS user is added/removed, configure ROS
  • An admin will need to login with their Measure/Apps credentials here: RFMS Online Services
  • Sync Store before adding new users
    • Click the yellow ‘RFMS Online’ tile > Click ‘Sync Store’ under Store Settings on that page.
      
  • Add/remove users as needed: Add/Edit Users
  • Configure user roles and permissions: Configure Roles

• Optional
  • For printing of quotes, invoices, estimates review printing settings