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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 most other roles.  The only roles this does not include and need to be assigned separately are:  Franchising, Recipe Costing, Unapprove, Business Analytics and User Setup
  • Accounting Clerk – Access to all the same screens and functions as accounting manager except not able to approve by default.  Since this user can’t approve transactions, they will be created as unapproved.  Individual approve roles for specific transaction types can be given to this user if they should be able to approve some types
  • Catering Manager – Access to all functions in the Catering Module
  • Catering Rep – Access to limited functions in the Catering Module.  Users can create and manage events, but will have limited access to settings
  • Catering Read Only – this will allow users to view the Catering Module, without the ability to create, update, or delete any information
  • Commissary Manager – Access to all commissary functions (account manager has this access by default and restaurant manager has some limited access to these features by default)
  • Employee App Access – Enables Employee Users to have access to the R365 App.  An R365 user is created with this role assigned for each employee that has ‘App Access’ checked on their Employee Record
  • Franchising – Access to the Franchising module (can be Primary or Secondary role)
  • Manager Log Admin – Full access to the Manager Log module
  • Read Only Executive – Access to all the same screens and reports as accounting manager but unable to edit anything, so the entire system is read only
  • Read Only Operations – Access to all the same screens and reports as Restaurant Manager but unable to edit anything, so the entire system is read only
  • Restaurant Manager – Access to the Operations and Scheduling modules (includes commissary feature within operations).  By default this user can’t approve transactions or edit master records but can be given specific abilities by assigning secondary security roles.
  • Scheduler – Access to the scheduling module only.  This will generally be assigned to shift leads and others who may manage parts of the schedule but shouldn’t have additional system access to transactions.  This role doesn’t see pay rates.

Secondary Roles

  • Approve AP Credit – Allows user with lower security level to also approve AP Credit Memos
  • Approve AP Invoice – Allows user with lower security level to also approve AP Invoices
  • Approve DSS – Allows user with lower security level to also approve Daily Sales Summaries
  • Approve Item Transfer – Allows user with lower security level to also approve Item Transfers
  • Approve Stock Count – Allows user with lower security level to also approve Stock Counts
  • Approve Waste Log – Allows user with lower security level to also approve Waste Logs
  • Business Analytics Admin – This role only functions if the Business Analytics module is purchased and assigning this adds the Dashboard link to the user’s left hand navigation pane so they can view dashboards.  This also allows users to create/modify dashboards and Ad Hoc reports and to use the Ad Hoc Designer to further analyze data.  On the Dashboard form they will see the additional fields of Create/Edit Dashboard button as well as Dashlets and Ad Hoc report dropdowns
  • Business Analytics View Only – Assigning this role adds the Dashboard link to the user’s left hand navigation pane so they can view dashboards.  On the Dashboard form this limits the user to only see the Dashboard dropdown as well as the Set Default Dashboard button.  They can’t create/modify dashboards or Ad Hoc reports and can’t use the Ad Hoc report tool
  • Commissary Entry – Allows user to create a Commissary order on demand
  • Forecasting – Allows user to create and modify sales forecasts in the ‘Reports’ section of the Operations module
  • Hide DSS Journal Entry Tab –  to be used in conjunction with ‘Restaurant Manager’.  Will hide the ‘Journal Entry’ tab on all DSS screens
  • Hide Print Checks –  to be used in conjunction with ‘Accounting Clerk’.  Will hide the ‘Print Checks’ prompts / options
  • Manager Log Creator – elevated access to the Manager Log module
  • Manager Log User – use level access to the Manager Log module.  Should be used for Employees in conjunction with ‘Employee App Access’
  • Mask Bank Account – Masks bank account and routing numbers for this user so they can’t see them in forms or reports even though they might have access to the bank account screen or other transaction screens that use the bank account
  • Mask Bank Account Numbers – Masks bank account and routing numbers for this user so they can’t see them in forms or reports even though they might have access to the bank account screen or other transaction screens that use the bank account
  • Master Record Delete – Allows user with lower security level to also delete master records such as Purchased Items, Payment Terms, etc
  • Master Record Save – Allows user with lower security to modify and save master records such as Purchased Items, Payment Terms, etc
  • P&L Comparison Screen – Allows user to see and use the ‘P&L Comparison Screen’ in the Operations module
  • Pay AP Invoice – Allows user with lower security to click Pay Bill on AP Invoice form and to create and open AP Payments (does not give access to Check Run screen)
  • Print Check Signature – allows a User to print signatures on to Checks from the Pay Bill feature, Manual Payment and Check Run
  • Recipe Costing – access to all functions associated with Recipe Costing.  Primarily gives access to create new recipes, modify existing recipes, view recipe list and view ingredient list
  • Renovo – access to the Renovo financial reporting tool
  • Unapprove – access to unapprove an approved transaction
  • User Setup – access to create an manage users and security

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