V2 - User Management Guide

Creating and managing users in RMT is one of the first tasks for an administrator when setting up their agency’s account, or as new team members join. This guide walks you through: 

• Understanding user roles (what users can and cannot do) 

• Adding new users 

• Updating user information 

• Archiving users 

Understanding User Roles 

Before you add users, it’s important to know what each role allows. This ensures everyone has the right level of access. 

Creating New Users 

To add a new user in RMT: 

1. On the left-hand menu, hover over Settings. 
2. Click Users Manager. 
3. In the top right corner, click Add New User.
4. Fill out the form with the required details (marked with an asterisk *): 
5. Full Name* 
6. Email* 
7. Role* 
8. Phone Number* 
9. Click Add New User. 

The new user will automatically receive an email from RMT with: 

• A temporary password 

• A link to log in and complete their account setup 

When they log in for the first time, they’ll receive a verification email (expires in 24 hours). They must click Verify Email to activate their account. 

Updating Existing Users 

To update a user’s information: On the left-hand menu, hover over Settings. 

1. Click User Manager. 
2. Find the user you want to update. On the right-hand side, click the three vertical dots next to their name. 
3. Select Edit. 
4. A panel will appear where you can edit: 
5. Full Name 
6. Role 
7. Wage 
8. Overtime Wage 
9. Status 
10. Click Save Changes when finished. 

Deactivating Users 

If a team member no longer needs access, you can deactivate their account.  

1. On the left-hand menu, hover over Settings. 
2. Click User Manager.
3. Find the user you want to archive. On the right-hand side, click the three vertical dots next to their name. 
4. Select Deactivate. 
5. A confirmation message will appear. Click Delete to finalize. 

Need Help? 

If you need further assistance with user management, please contact the RMT Support Team. We’re here to help!