My Reports Overview

My Reports Overview

  Overview My Reports is the home to all reports in Restaurant365.  Reports are sorted and displayed on tabs that group the reports together, including User defined ‘Favorites’.  In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report.  Users will not be able to view, or run, any Reports that are not part of that Users’ Report Role.  Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed. Security Users with the security role of … Continued
My Reports: Report Roles Setup

My Reports: Report Roles Setup

Report Roles must be created in order to access the Reports located in ‘My Reports’.  Click here for more information about My Reports Alternatively, if all users will need access to ‘All Reports’, this can be set on the User Record.  Click here for more information on granting access to ‘All Reports’   Setup Report Roles Navigate to the Report Roles Setup screen to Create and View Report Roles Hover over the ‘Administration’ menu in the Top Ribbon, then hover over the ‘Users & Security’ sub-menu and select ‘Report Roles Setup’.  The Report Roles Setup page will load in a new … Continued
My Reports: Assigning Report Roles

My Reports: Assigning Report Roles

Report Roles grant access to specific Reports found in ‘My Reports’.  Click here for more information on My Reports   Assign Report Roles Report Roles can be be assigned using two different methods: Manually on the User Record Using ‘Mass Role Update’   Assign on User Record User Records are located in the ‘Users’ list in the ‘Administration’ subsection of the Accounting Module.  Open the User Record of the User that will have the Report Role assigned and navigate to the ‘User Roles’ tab. User Report Roles are located in the section located to the right of the tab.   … Continued
User Setup, Security, and Location Access

User Setup, Security, and Location Access

Setting up users and managing security is found in a few windows under the Administration section.  Only users assigned the R365 User Setup role will be able to see these items.  In order to receive this role contact support@restaurant365.net.  Listed below are the different elements: Create New User  Select Administration – New User (in top ribbon) to open user form Fill in the form with user full name, user login you want them to use, password (they can change this once logged in), default location, and the user’s email If this user will send email out of Restaurant365, fill in … Continued
Security Role Descriptions

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 User must have a Primary Role to be able to log in to the system.  Additional Secondary Roles can then be applied as needed to grant the User additional system access (additional modules, screens, features, menus etc.).  For steps on how to assign Security Roles to Users, please refer to the User Setup, Security, and Location Access training. Primary Roles Accounting Manager – Access to almost all functions in the system.  It includes access associated with … Continued