Share Account Access

Investigators often want colleagues to collaborate or assist with their RPRS tasks – e.g., a technician to submit reports on their behalf. If you want such assistance, you can assign a colleague as an agent on your account. The agent will be able to view and, depending on permission settings you select, edit or submit documents for you. To use this agent function, both the investigator and the agent must have investigator accounts in RPRS.

To Assign an Agent

Manage Agents is an option in the Investigators menu.

To assign agent permissions, login to your account and go to the “Investigators” menu. From the drop-down list select “Manage Agents” at the bottom.

Interface to assign an agent on your account

On the Manage Agents page, enter the email address of the person who will be your agent. The agent must already have created an investigator account. The email address you enter must be the address that the agent uses for their account. If the addresses match, you will see a pop-up to select the level of permissions that you want to grant to the agent. The default is to view your account data like applications, permits, and reports. You may increase permission to edit your documents or to edit and submit them on your behalf. Make your choice and click the “Save” button.

Table listing users assigned as agents for an investigator.

In the example shown on the right, the investigator with username rprsinvest3 is logged in -- their username is in the top right corner of the page. They have assigned rprsinvest1 as an agent. They can assign additional colleagues if they wish, and those people will be added to the table. The investigator can remove an agent or edit an agent’s permissions at any time by clicking on the corresponding links in the table.

To Act as an Agent

If you are an agent, you can view and possibly edit or submit documents owned by someone else. To do so, log in to your account. In the top bar you will have both the usual “Investigators” menu option (for managing your own work) and a separate “Agents” menu option (for managing someone else’s work).

The Agent Dashboard that allows rprsinvest1 to see and act on account information for rprsinvest3.

In the image on the right, rprsinvest1 is logged in. When they click on the “Agents” menu option, they will open the Agent Dashboard and see information from another user’s account. The field at the top called “Investigator I am Assisting” indicates they are looking at rprsinvest3’s account. The Agent Dashboard has the same layout as the Investigator Dashboard, but the tasks are now done on behalf of rprsinvest3. Because of their permission settings, rprsinvest1 can create a new permit application for rprsinvest3. Similarly, rprsinvest1 can use the “All of My Work” section to view rprsinvest3’s applications, permits, and reports. If rprsinvest1 no longer wants to be an agent, they may end their role by clicking the “Remove” button.

Do you have questions about the software? The RPRS HelpDesk is available. e-mail us