We're new to R365 and looking for guidance on how to handle security roles. We have a range of different kinds of accounting users, but we don't know where to start. Can anyone weigh in on what has worked for you?
Check out the link below on the home page. Combine the secondary roles and "Restrict Access - Secondary Roles" to form the right access for your business. Accounting Clerk allows the user to create pretty much anything BUT NOT approve. it's a good starting point
Well hello there,
We typically separate our users into two groups, part timers and Staff Accountants. I've found it very helpful to use this article that you can find by clicking here this article breaks down each user role, as well as explaining the difference between Primary Roles and Secondary Roles.
I'll provide a basic example of what we would do for the two groups below:
Part Timers (Basically Data Entry folks)
Feel free to reach out with any other questions.
Synergy Restaurant Accounting