User Setup, Security, and Location Access
...button on that row in the grid Assign User Security Roles There are 2 methods for assigning roles to users, mass assignment and individual assignment. Mass assignment is done on...
User Record
...log in to the system. In addition to marking a User as inactive, it is advisable to change that user’s password to restrict access upon termination User Roles The...
Advanced Budgeting
...Budgeting To create and modify Budgets in Restaurant365, a user must have the security role of Accounting Manager or Accounting Clerk. This security will grant the user access to the...
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...
Dashboard and Ad Hoc Reporting Overview
...neither of the above Business Analytics roles are assigned to the user, they do not see the Dashboard link in the left hand navigation pane and have no access to...
Printing Checks
...the Banking menu (non-AP Transactions) – Withdrawal Print Check With Signature Check Printing Security Roles To be able to print checks in Restaurant365 without the assistance of another user with...
System Preferences Overview
...Restaurant365. The User that would have ‘User Setup’ is typically a User with the Security Role of ‘Accounting Manager’. Click here for more information on Security Roles and User Setup....
Catering Overview & Security
...be accessed by Users with the requisite security roles. For the Catering Module, three new security roles have been added to Restaurant365 Catering Manager – this is the primary security...
Create a Stock Count Template
...Adding Items Changing the sort order Overview Stock Count Templates are saved templates containing specific Inventory Items, sorted by a User defined ‘Storage Location’. Storage Locations represent physical locations...
Check Printing Setup (USA)
...Additionally these items can be found from various online retailers or Brick and Mortar office supply stores Setup 4) Set User Security Roles Refer to the Check Printing User...