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 Users assigned the User Setup Security Role will be able to view and access these screens.   ...
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User Roles: Security Role Descriptions
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 to be...
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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 'Email Settings' on the User Record must be completed. The Email Settings tab ...
07:44
Email Settings: Common Webmail Provider SMTP Settings
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...
07:44
Password Policy
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...
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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 password, email, User roles, and primary Locations can be found here. Click here for more ...
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Resetting User Passwords
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...
15:59
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 option, Deleting or Deactivating, takes place in different parts of R365.  Additionally, a User ...
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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.  To open the Mass Role Update window, hover over 'Administration' and then t...
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User Roles
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...
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