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After purchase, what is the schedule of events?
Updating
User Information, Adding New Users
Why am I getting a yellow error box when I login?
I have added a new User, so why can't they login?
How do I add a 'ReloSpec Login' icon to my PC's Desktop?
What to do next? (Offices, Agents and Contacts)
After purchase, what is the schedule of events?
Once you have purchased the ReloSpec licenses, here is what happens next:
Updating
User Information, Adding New Users
As
soon as you have been given a ID
and Password, you may log-in to your ReloSpec Database.
Each User is identified when they log-in by their ID & Password. It is essential to using
the program that each User’s Profile is set-up in the database.
The VERY 1st thing you must do is enter your User Information. When you login to the database, your ID and Password are checked against the entries in your Users table. If a match is found, the information in your user profile is temporarily stored in your PC's memory for use in forms and in other ways within the Relocation Specialist software.
To
Add or Update your User profile Information:
Go to the login page at http://rs.prosws.com/RELOSPEC/SQL/MAINMENU.ASP
Login using your User ID and Password.
From the Main Menu click "Utility Settings".
Click on the "Users" link.
If the Username has not been entered you can select the RED “Add New” button and enter the information for each field. If the Username has been entered and you want to edit the information, select the record you want to edit by clicking on the number next to the name, click the UPDATE button at the top of the page.
When completed with the record, click the ADD NEW RECORD button is this is a new record, or the UPDATE CURRENT RECORD button if this was an existing record that was being updated.
NOTE:
The administrator should leave the “User Group” as Admin. This
is a security setting (not your title) and it allows you to access all areas.
Changing this from Admin may lock you out of certain areas. For
other users, the administrator may select the User Group setting that is
appropriate.
NOTE:
Do not change your Username and/or Password without first consulting a
Relocation Specialist employee, as the system may not recognize your ID and
Password. If you would like
these changed please ask us to facilitate this process for you.
What
is a Security Group?
Security
groups will provide security levels for all users of the Relocation Specialist
software. The security groups are
set by the Administrator for each customer database using the Utility Settings,
Users table.
The
purpose of the User Groups is to provide consistency and control; especially
with the entering of Agents and Contacts to referrals.
The
following identifies the User Group and the rights associated with each group:
ADMIN (or ADMINS for users upgrading from the server version of Relocation Specialist)
Members
of this group have access to all areas, including Utility Settings.
MANAGER
Members
of this group have access to everything except the Utility Settings.
USER
Members
of this group may not access the Utility Settings, and this group does not have
the ADD, DELETE, UPDATE or DOWNLOAD navigation buttons for any of the Agents or
the Contacts pages. In addition, members of
this group may UPDATE or DELETE any of the Notes once they are entered.
If,
when a user logs on to Relocation Specialist, they find they no longer have
access to the Utility Settings and need that capability, they will need to check
with their administrator who does have that right and ask them to change their
User Group to ‘Admin’ so they can access the Utility Settings.
NOTE:
If a User cannot access the Utility page to UPDATE or ADD NEW Agents or
Contacts, you will need to assign at least one person to be responsible for
these changes so your database stays current. Many do not use Security
settings at all; it is not a requirement, but rather an option.
Now click on the “Users” link.
Select the name of the person for whom you wish to assign a Security Group.
Click the red UPDATE button at the top of the page.
Scroll down towards the bottom where you will find the field that reads “User Group (Required):".
Select the User Group you wish to assign.
Click the 'Update Current Record' button at the bottom of the page.
Why am I getting a yellow error box when I login?
If
you have not previously entered your user profile information in the Users
table, you are allowed to log-in
as we have enabled your information on the server, but your system does not yet
recognize you as there is no matching Username & Password in your Users
table to associate you
with. You must add your User
information to eliminate this error box.
I have added a new User, so why can't they login?
All
Usernames and Passwords are entered in two places; in the Internet login
database by a Relocation Specialist employee, and in your Users table by your
administrator. We control who can login to
your database and you control what they can do once they login. This
is how we ensure that each customer is only accessing the system given the
number of licenses they paid for. If
you would like to make a User change, add a User, or simply make a password
change, please notify us ASAP so we can make the necessary matching changes in
the Internet login database.
How do I add a 'ReloSpec Login' icon to my PC's Desktop?
To make it more convenient to open a web browser, go the the Relocation Specialist website and login to the software you can add an icon to your PC's Desktop. That way, when you're ready to use the software, you simply click the icon and you're taken to the Main Menu. To setup the icon, do the following:
Open a web browser window and go to: http://rs.prosws.com/RELOSPEC/SQL/MainMenu.asp
Login to Relocation Specialist using your ID and Password.
From the Main Menu, click File, Send, Shortcut to Desktop. A new icon labeled 'ReloSpec Login' will be added to your PC's Desktop.
NOTE: Though not as quick, it would be more secure to skip Step 2 above. That would force the user to login each time someone used the Desktop icon.
What to do next? (Offices, Agents and Contacts)
After getting your user profiles entered in the Users table (see the steps listed above), you'll need to enter your Office(s), Agents and Contacts. Ask your Relocation Specialist representative for help with transferring your agent or contact information from your existing records. Common methods of data that may be converted are spreadsheets, MS Access tables and CSV files. Instructions for entering Offices, Agents and Contacts are found in the Utility Settings page.