Users & Security

Resetting User Passwords
User passwords can be reset by both Employees and their Managers. Employees will need to access R365 via a web brows...
14:56
Deactivate or Delete a User
Users that no longer need access to R365 can be deactivated by marking their User Record as 'Inactive'....
16:11
Users: Overview and Security
The Users page lists all of the active and inactive User Records. Here, User-specific information can be review...
15:55
User Record: Overview
  The User Record is where all User-specific information resides in the system. Information, including User logi...
16:32
User Record: General Tab
This article is part of the User Record The 'General' tab is where the User's name, login, password,...
09:41
User Record: Permissions Tab
This article is part of the User Record and Custom User Roles.  The 'Permissions' tab is where t...
15:06
User Record: Reporting Tab
This article is part of the User Record. The 'Reporting' tab is where Report Roles setup for My Report...
08:58
User Record: Locations Tab
This article is part of the User Record The 'Locations' tab is where User Location access is managed.  ...
08:39
User Record: Email Settings Tab
This article is part of the User Record The 'Email Settings' tab contains the Outgoing Email settings fo...
08:29
Mass Role Update
Mass Role Update allows an Admin User to update multiple User Roles, User Locations, and Report Roles for syste...
07:41