User passwords can be reset by both Employees and their Managers. Employees will need to access R365 via a web browser to update their passwords while Managers who have the User Setup Security Role and access to Setup Assistant will be able to update passwords via the Employee record and Setup Assistant.
Note: Partner Channel Users will can have their passwords reset via their User record or Setup Assistant.
Once an Employee requests a temporary password from the R365 Red App, an email with the password will be sent to the email address listed on his/her Employee record.
To reset a password, Employees will then need to navigate to their restaurant's R365 instance via a web browser. An Employee's R365 instance is the domain name selected on the app + '.restaurant365.com', or https://yourdomain.restaurant365.com. Once the webpage loads, the Employee can change his/her password by entering in his/her username and temporary password.
- Note: If unsure of your restaurant's R365 domain name, contact your Manager for assistance.
Once logged in, the first screen will display the necessary fields to update his/her password.
Administrative Users that have access to the 'Setup Assistant' and the User Setup Role have the ability to reset other User's passwords. There are two ways a password can be reset: Setup Assistant and User record.
Hover over the 'Administration' tab in the top ribbon and select 'Setup Assistant'. This will open the Setup Assistant in a pop-up window.
Clicking the ‘Users & Security’ Section will open straight to the 'Users' step. A listing of all your Users with access to R365, including Employees that have been granted the ‘Employee App Access’ role, will be shown along with their Email, Login Name, and Temporary Password.
Users that have never logged in to the system will have their passwords (either manually set or auto-generated) displayed in plain text while Users that have logged in will have a line of asterisks displayed in place of their passwords.
Locate the User record where the password needs to be reset and double click on the record line to open the record prompt.
Click in to the ‘Password’ field and enter a new temporary password. Once you begin typing, the ‘Send Temporary Password‘ button will appear to the left of the ‘Save & New’ button. To complete the password reset process, click ‘Send Temporary Password’.
The User will receive a system-generated message from R365 with the password that was set in the ‘Password’ field. This password will be flagged as a ‘Temporary’ password and will require the User to reset it upon first login.
Repeat the process for each User that needs their password reset.
User Role Record
Access the 'User' List by navigating to the left navigation and clicking 'Users' under 'Administration' in the 'Accounting' Module. A listing of all User records will appear. Find and double-click the User record that would need a Temporary Password.
Once the User record opens, navigate to and click the 'Send Temporary Password' button underneath the 'Inactive' checkbox. This will send a Temporary Password Email to the User email listed.