Assigning supervisors to RPPS users

From the RPPS Security sub-tab of the Security tab in the System Administration section of the Command Center, you can assign a user to a supervisor for the Relationship Profitability and Pricing System (RPPS). You can also add and delete users.

A supervisor in RPPS can view all relationships owned by relationship managers assigned to them.

  • Only relationship managers can own relationships in RPPS.

  • To create or change relationships, a user must also be assigned the relationship builder role.

  • If a supervisor will also own relationships, then they should also be assigned the relationship manager role and assigned to themselves as their supervisor.

NOTE: It is not required that every user be assigned a supervisor.

Assigning a user to a supervisor

To assign an existing user to a supervisor: 

  1. From the Command Center, click System Administration.

  2. Click System Security page, then click Axiom RPPS Security.

  3. Locate the user in the list, and from the Supervisor column, select the supervisor's name from the drop-down list.

  4. Click Save.

Adding a new user

To add a new user:

  1. From the Command Center, click System Administration.

  2. Click System Security page, then click Axiom RPPS Security.

  3. Click Add.

  4. In the Add Axiom RPPS Manager dialog, select the check box to the left of the user's name.

  5. In the Supervisor column, select the supervisor's name from the drop-down list.

  6. Click Save.

Deleting a user

To delete a user:

  1. From the Command Center, click System Administration

  2. Click System Security page, then click Axiom RPPS Security.

  3. Locate the user in the list, then click Delete.

  4. If the user has a supervisor role, the system displays a warning message and prompts you to select another supervisor to take over the relationships. Select a name from the drop-down, then click OK.

  5. Click Save.