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Accessing the RMS Vault

Overview

The RMS Vault can only be accessed from a Reservation in your RMS 9 system that has been received from either your RMS Book Now Button or any Online Channel.

This article will take you through how to;

- Access the Vault

- Change your Vault Password

- What to do if you have Forgotten your Vault Password.

Important Information

The RMS Vault information can ONLY be accessed via the RMS 9 reservation screen.

Goal

After completing this how-to you will have retrieved Credit Card information from the RMS Vault.

Accessing the RMS Vault for the First Time

First Step - Edit the Reservation

Locate the reservation

For those reservations which have Credit Card information stored in the RMS Vault you will note that an 'RMS Vault' button will appear and contains green text.

If no Credit Card information is stored in the RMS Vault this button will not be visible.

 

Second Step - Select CC Token

Select the CC Token button

This will open a new tab in your default Internet Browser as shown below

 

If instead of opening as shown above your receive a message stating 'Consult your Administrator for Access' you will need to first complete the Step to Allow Users Access to the RMS Vault

Second Step - Create an RMS Vault Password

At the top of the page enter your RMS Username and RMS Password.

 

At the bottom of the page Enter your New RMS Vault Password, then enter a second time to confirm.

Ensure you enter a password that complies to the rules outlined on the page.

 

Select Create.  This will link your RMS Vault Password to your RMS User Profile and the below screen will appear.

 

Enter your RMS Vault Password and select Retrieve to view the credit card details.

Changing your RMS Vault Password

First Step - Edit the Reservation

Locate the reservation

For those reservations which have Credit Card information stored in the RMS Vault you will note that an 'RMS Vault' button will appear and contains green text.

If no Credit Card information is stored in the RMS Vault this button will not be visible.

 

 

Select the CC Token button and the below screen will appear.

 

Second Step - Change your Password

Select 'Change Password'

 

Enter your current RMS Vault password at the top of the screen

At the bottom of the page Enter your New RMS Vault Password, then enter a second time to confirm.

*Ensure you enter a password that complies to the rules outlined on the page.

Select Change Password.

Forgotten your Password to the RMS Vault

First Step - Edit the Reservation

Locate the reservation

For those reservations which have Credit Card information stored in the RMS Vault you will note that an 'RMS Vault' button will appear and contains green text.

If no Credit Card information is stored in the RMS Vault this button will not be visible.

 

 

Select the CC Token button and the below screen will appear.

 

Second Step - Reset your Password

Select 'I've forgotten my Password'

 

An email like the below will be sent to the relevant email address, if no email address is shown then see the article Give Users Access to the RMS Vault.

 

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Last modified
13:42, 5 Mar 2015

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