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Help With Security Roles

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

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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)

  • Accounting Clerk. (Can create transactions, but those need to be reviewed and approved.)
  • Hide Print Signature
  • Mask Bank Account
  • Mask Bank Account Numbers
Staff Accountants: (Master Users)
  • Toggle Full Access on the user card.  This will give the following roles:
  • Accounting Manager
  • Franchising
  • Recipe Costing
  • Unapprove
  • Business Analytics (Ad Hoc)
  • User Setup
  • Print Check Signature.
Warning the more complicated the user roles assigned the more likely a conflict will arise between the roles. Keep it simple and you'll avoid headaches down the road. 


Feel free to reach out with any other questions. 


Joe Tidwell 

Joet@synergy-management.net

Partner/Founder

Synergy Restaurant Accounting

https://synrestaccounting.com/

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