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Overview

System Preferences can only be accessed by Users with the User Setup Security Role.  On the System Preference screen, various System-wide Account, Location, Email Automation, POS Integration, and Reporting settings can be adjusted.  Changes made on the Preferences screen are put in to effect immediately upon saving

Security

To access the System Preference screen, a User must have the Secondary Security Role of ‘User Setup’.  This is a role that is typically reserved for one or two individuals in the organization to manage all User access to 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.  Note: Users with the Security Role of ‘Restaurant Manager’ can create Employees for the purposes of the Scheduling Module.  User creation and management is different than ‘Employee’ creation and management

Navigation

System Preferences can be accessed via the ‘Administration’ menu in the top ribbon in Restaurant365.  Hover over ‘Administration’ and click ‘Preferences’

 

Accounts

System-wide Default Accounts are set on this tab.  Click here for more information on System Preferences: Accounts

 

Location Reporting Categories

Click here for more information on System Preferences: Location Reporting Categories


AP Automation

Restaurant365 can monitor a specified email address for AP Transactions.  Click here for more information on System Preferences: AP Automation


Miscellaneous

The Miscellaneous tab contains several different settings that will effect multiple features in Restaurant365.   Click here for more information on System Preferences: Miscellaneous

*A specific training related to POS Integration Settings on the Miscellaneous tab can be viewed here


Location Additional Info

Click here for more information on System Preferences: Location Additional Info

 

 

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