The R365 Connect Installer downloads the tool needed to integrate R365 with the User's POS for a specific Location. Installation of this tool only occurs during implementation and at the request of a R365 POS Integration Specialist. This should be downloaded by an Administrator on the restaurant's home computer where the POS is currently running.
Users with the following Permission will be able to access the R365 Connect Installer:
- Administration → POS Management → View POS Connect Installer
Learn more about managing Permissions and Custom User Roles here. The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.
Installing R365 Connect
Upon logging into your R365 instance, hover over the '?' in the top ribbon and click 'POS Connect Installer'.
The 'POS Connect Installer' prompt will appear where the User will need to select the Location that will have this Installer downloaded and then click 'Download Installer'. The download should only last for a few seconds.
Once downloaded, click the file, located in the lower, left-hand corner of your screen, to open the installer.
The loading box will appear to show the installation in motion. Once the download is complete, three User Account Control modals will appear asking to install the following:
- R365 Components
- Bomgar Jump Client
Click 'Yes' to all three and then the process will be complete!