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User Role

Do you advise setting up a general "Manager" user that several managers with similar roles could share?

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We typically recommend to create individual users for each person needing access to R365. Throughout the site, there is the availability to see who created, modified and approved transactions and having individual employee users helps to audit transactions if needed. 


Here is a link to a great support article with more information to User Setup, Security and Location Access. 

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