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
Employee App Access

Employee App Access

    Granting Employees access to the R365 Mobile App and limited-use portals of R365 is a simple process.  Once the Employee record has been imported from the POS via the POS Integration (or manually created), the record can be granted ‘App Access’ by clicking the ‘App Access’ checkbox on the General tab of the record.   Granting App Access Checking this box and saving the record makes several things happen throughout R365.  We will demonstrate each in sequence:   1) Temporary Password Upon reloading the page, the ‘Send Temporary Password’ button appears next to the ‘App Access’ checkbox. This … Continued