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...
My Reports: Assigning Report Roles – v2 Preview
...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...
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...
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...
My Reports: Report Roles Setup – v2 Preview
...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...
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...
My Reports Overview – v2 Preview
...or few Users as needed. Security Users with the security role of ‘User Setup’ will have the ability to create a managed existing Report Roles, as well as assign those...
Employee App Access
...Employee Portal. Example Employee – Employee Record Example Employee – User List Example Employee – User Record – User Roles tab 4) Employee User Roles...
Manager Log Overview
...Log User’ security role to each of these Users. This can be accomplished on the Employee User Record, via the User Roles screen, or via the Users & Security section...