Introduction to Users & Security

The Users and Security section lets us manage everything about the users in your account. Here we can add new users, update what the users can do in Rex, add email signatures etc. You can also add users into groups and create your own Roles and Privilege sets.

Help content available in this module:

Rex Users

1. Adding a New User
2. Adding an Email Signature
3. Inviting an Existing Rex User
4. Default Locations
5. Change the login details of a user to someone else
6. Deleting a User
7. An agent has left, how do I stop them accessing Rex

Permission Groups:

1. Permission Groups

Privileges:

1. Basic Privileges (Roles)
2. Advanced Privileges Mode
3. Creating Privilege Sets
4. Permissions Group Concepts and Management
5. Remove a Users Privileges

User Groups:

1. How to Create & Utilise User Groups