Manage Your RCMS Company Account

Manage Your RCMS Company Account

Your RCMS company account brings together the devices, users and settings for your organization. Use the Company Account page to review its details, add a description, set a default company and configure the email account RCMS uses to send notifications. If you belong to more than one company, you can switch between them.

Before you begin: Sign in to RCMS and ensure your account has access to the company you want to manage. To configure email, have your email provider’s server and authentication details ready.

Select a company

If you have access to more than one company, choose the company whose information you want to view or update.

  1. In the upper-right corner of RCMS, select the current company name.
  2. Choose a company from the menu.
  3. Check that its name appears in the upper-right corner before continuing.
RCMS top navigation with the company selector highlighted at the upper right
Select the company name in the upper-right corner. The current default company is marked Default.

If the company is not listed, ask its administrator to invite you. See Invite a User to an RCMS Company Account.

Open the company account

  1. Select your user name at the top of the page.
  2. Select Company Account.

The page shows the company name and ID, along with its email settings, description and default account setting. The company ID identifies the selected company.

Company Account page showing the RCMS Experience Center description and Default Account switch
Example: RCMS Experience Center has a description explaining the purpose of its demonstration account.

Add or update a description

Use Description to help identify the company account and its purpose. For example, the RCMS Experience Center description explains that it is a demonstration account for partners and customers.

  1. On the Company Account page, select the edit icon next to Description.
  2. Enter a short description, such as the organization, site or purpose of the account.
  3. Select the save icon and check that the description is displayed.

Configure the sending email account

Email Settings connects an outgoing email account to RCMS so that configured notifications, alerts and reports can be sent by email. For example, RCMS can use your company’s email account to send a device offline alert to the people responsible for that device.

The address entered here is the sender. Set up the recipients and the relevant alerts or reports separately. If Email Settings is empty, alerts remain available in RCMS, but email alerts are not sent.

  1. On the Company Account page, select the edit icon next to Email Settings.
  2. Select your Email Provider and Authentication Method.
  3. Enter the sending email address and the credentials required by your provider. For a custom provider, enter its SMTP Server and SMTP Port. For OAuth 2.0, complete the provider’s authorization when prompted.
  4. Select TEST and check that the test email arrives.
  5. Select SAVE to apply the settings.

The example below uses alerts@example.com, smtp.example.com and port 465 to show how the fields can be filled. Replace them with the settings supplied by your email provider; the provider may require an app-specific password or authorization.

Email Settings form with an example email address, SMTP server and port
Example form: use the settings supplied by your email provider.

If the test email does not arrive, check the provider’s server, port and authentication details, and check the recipient’s spam or junk folder.

Set a default company

If you belong to more than one company, you can choose which one opens by default when you sign in.

  1. Switch to the company you want to use as the default.
  2. Open Company Account from your user name menu.
  3. Enable Default Account. The company is marked Default in the company selection menu.