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User Types

Home » Simplicity RMS » User Types

The user system in Simplicity RMS is defined by user types and user groups. User types control access to features within the application while user groups are used to control workflow. This is a breakdown of permissions for each user type.

RMS Essentials

Viewer Requester Functional Admin
View Records
Search Records
Create Lists and Reports
View Attachments
Request Records
Check In\Check Out Records
View All Checked Out Records
Create/Manage Attachments
View Your Checked Out Records
Manage Users
Change Application Settings
Manage Record Types
Manage Views
Bulk Import Record Data
Manage Locations
Manage Reason Codes
Manage Workflow
Manage Toolbar Buttons
Manage Retention Policies
Manage Download Retention (Electronic Forms)
Manage HTML Templates (Electronic Forms)

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