Users & Security

User Setup, Security, and Location Access
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 Use...
Thu, Mar 5, 2020 at 1:41 PM
Security Role Descriptions
Security Roles in Restaurant365 determine the access a User has in Restaurant365.  Security Roles are broken down by two types: Primary and Secondary.  Each...
Fri, Feb 28, 2020 at 12:02 PM
Email Settings Overview
Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the &#...
Thu, Mar 5, 2020 at 1:57 PM
Email Settings: Common Webmail Provider SMTP Settings
Various functions within Restaurant365 allow the User to Email different records, or transaction links.  In order to utilize the Email functionality, the Em...
Tue, Mar 20, 2018 at 3:15 PM
Password Policy
The Password Policy enables Admin Users to have more control over security by setting password parameters. These parameters enforce password requiremen...
Wed, Sep 11, 2019 at 8:18 AM
User Record
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...
Wed, Feb 12, 2020 at 3:23 PM
Resetting User Passwords
Administrative Users that have access to the 'Setup Assistant' and the User Setup Role have the ability to reset other User's passwords. Ther...
Wed, Feb 12, 2020 at 3:23 PM
Delete or Deactivate a User
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 optio...
Thu, Mar 5, 2020 at 3:06 PM
Mass Role Update
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.  ...
Thu, Nov 7, 2019 at 1:16 PM
Partner Channel Users - Multi-Instance Login
With the introduction of the Multi-Instance Switching feature, Partner Channel Users will be able to switch between instances with a single login. Users who...
Wed, Feb 12, 2020 at 3:24 PM