Users & Security
Setting up Users and managing security is found in a few windows under the Administration section as well as within the R365 Setup Assistant. Only Users assigned the User Setup Security Role will be able to view and access these screens. ...
Aug 12, 2020
12:07
User roles in Restaurant365 come in two flavors: Security Roles and Report Roles. Security Roles determine the access a User has in Restaurant365. They are broken down by two types: Primary and Secondary. Each User must have a Primary Role ...
Apr 06, 2021
11:31
Various functions within Restaurant365 allow the User to Email different records, or transaction links. In order to utilize the Email functionality, the 'Email Settings' on the User Record must be completed. The Email Settings tab ...
Aug 27, 2020
07:44
Various functions within Restaurant365 allow the User to email different records or transaction links directly from within R365. In order to utilize this Email functionality, an Organization must choose whether to use an R365 Outbound Email addre...
Aug 27, 2020
07:44
The Password Policy enables Admin Users to have more control over security by setting password parameters. These parameters enforce password requirements that Users must follow when creating their passwords. A password can have up to sev...
Jun 25, 2020
10:54
The User Record is where all User specific information resides in the system. Once you have opened a User Record, information including User login and password, email, User roles, and primary Locations can be found here. Click here for more ...
Jan 21, 2021
07:34
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 up...
Nov 13, 2020
15:59
Depending on the User, you have the ability to either Delete or Deactivate a User that no longer needs access to R365 in your organization. Each option, Deleting or Deactivating, takes place in different parts of R365. Additionally, a User ...
Oct 05, 2020
13:56
Mass Role Update allows an Admin User to update multiple User Roles, User Locations, and Report Roles for system Users at one time and in one place. To open the Mass Role Update window, hover over 'Administration' and then t...
Nov 07, 2019
13:16
There are two kinds of user roles in Restaurant365: Security Roles, which control the permissions that a user has to various areas of the system and their functions. Report Roles, which control the data a user can access when creating and view...
May 29, 2020
10:00