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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 Operations module users, but we don't know where to start. Can anyone weigh in on what has worked for you?


Hi there,

We went through a few different phases with providing access to the different store level managers and supervisors. It turned out to be a little bit of a trial and error process, but after having users 'accidentally delete' important records at the beginning, we figured we'd better be safe than sorry.

In general I would start with as little permissions as possible and then add more and more as the users become more familiar with the software. We just had Restaurant Manager at the beginning and then added specific permissions, such as 'Approve AP Invoice' and 'Approve AP Credit' and "Approve Stock Count.' Then each operator tested to make sure they had access to only what they needed. 

Hope this helps!

Esther Books


In general, you should have one primary role and then add secondary roles to either add or delete access as appropriate. Some of the roles are a bit tricky. For example, if you want to hide wage rates, you have to add the scheduler role (even though this is listed as a primary role).  It would be great if their was a secondary role - Hide Pay Rates

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