This article provides reference information for user permissions. User permissions determine which screens, locations, and types of information that a user has in Restaurant365.

Permission Groups

User permissions are organized into a tree structure that can be viewed on the User Roles tab of the Security & Permissions page, as well as on User records.

For the following top-level groups, their second-level groups are listed with corresponding support documentation for the feature(s) associated with the permissions in those groups:

• Accounts Payable
• Accounts Receivable
• Administration
• Banking
• Catering
• Commissary
• Fixed Assets
• Food
• Franchising
• General Ledger
• Labor
• Manager Log Classic
• Manager Log Smart Ops
• Payroll
• Reporting
• Sales & Cash

Permission-Specific Notes

While most permissions clearly explain what they do with action words such as View, Approve, Edit, and Create, some permissions are more complicated. Permissions that have been identified as requiring additional clarification are listed with a description of the access that they provide.

Accounts Payable

Permission Groups

Permission-Specific Notes

• View AP Credit Memos Within Accounting - Grants access to AP credit memos outside of Smart Ops.
  
  
• View AP Invoices Within Accounting - Grants access to AP invoices outside of Smart Ops.
  
  
• View Docs to Process Within Accounting - Grants access to Documents to Process outside of Smart Ops.
  
  
• Access Restricted Vendors - Grants access to restricted vendors. For more information, see the Restricted Vendor setting on the Vendor record.
  
  

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Accounts Receivable

Permission Groups

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Administration

Permission Groups

Permission-Specific Notes

• Access Location Accounting Fields - This Permission is only impactful for customers using the R365 Scheduling module and not the Accounting module. In this case, it is used to grant access to accounting-related fields on the Location Record, such as the Default GL Accounts
  
  
• View R365 Marketplace - Grants access to this quick access link within the User dropdown, which links to the R365 Product Offerings
  
  
• Access GL Export Tool - Grants access to the GL Export link in the Administration menu, which is typically used to export data that will be imported into another system
  
  
• View/Edit POS Mapping Tool - Grants access to the POS Mapping Tool link in the Administration menu, which is used for mapping data from the POS integration to GL Accounts
  
  
• View POS Connect Installer - Grants access to the POS client installer when the integration client needs to be installed on a computer at the restaurant. Typically used by IT personnel or Restaurant Managers
  
  
• Use Import Tool - Grants access to the Import Tool, but does not grant access to the options available within it. Within the Import Tool, an option will only be available if the User has the 'Create' and 'Edit' Permissions for that option
  
  
• Use Setup Assistant - Grants administrative-level access to the Setup Assistant
  
  
• MFA Admin - Grants access to view and edit individual User and company-wide MFA settings, as well as access to view and delete other Users' MFA enrollments. Does not allow creation of enrollments for other Users
  
  
• View/Edit Location Reporting Categories - Grants access to manage the Location Reporting Categories found in System Preferences
  
  
• Edit/Create/Delete Location Category Values - Grants access to manage the Child Location Reporting Categories on Location Records.
  
  
• Edit My User Employee Link - By default, Users can edit most personal information on their own User Record, but cannot edit which Employee Record their User Record is linked to; this Permission grants access to edit that link.
  
  
• View Users - View-only access to all Users. Does not grant access to the Security & Permissions page
  
  
• Create Users - Access to create new Users. Cannot be granted without also granting the 'Edit Users' Permission
  
  
• Edit Users - Grants access to view and edit any User's access and information, including their User Roles/Permissions, Location Access, and Report Access. Does not include access to edit the actual User Roles or Report Roles
  
  
• View User Roles & Permissions - Grants view-only access to the User Roles tab on the Security & Permissions page
  
  
• Create/Edit/Delete User Roles & Permissions - Grants access to create, edit, delete, and assign User Roles. Since Users with this Permission can create and assign User Roles, this Permission should be considered equivalent to 'Full Access'
  

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Banking

Permission Groups

Permission-Specific Notes

• Process Bank Activity - Grants access to the Bank Activity page, including the ability to import, retrieve, and manage Bank Activity.

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Catering

Permission Groups

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Commissary

Permission Groups

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Fixed Assets

Permission Groups

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Food

Permission Groups

Permission-Specific Notes

• View AP Credit Memos Within Food - Grants access to AP Credit Memos within Smart Ops
  
  
• View AP Invoices Within Food - Grants access to AP invoices within Smart Ops
  
  
• View Docs to Process Within Document Library - Grants access to Documents to Process within Smart Ops 

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Franchising

Permission Groups

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General Ledger

Permission Groups

Permission-Specific Notes

• Access Restricted GL Accounts - Corresponds to the 'Restricted Vendor' setting on the GL Account form. Grants access to the GL Accounts that are checked as 'Restricted'

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Labor

Permission Groups

Permission-Specific Notes

• Can Grant/Remove Employee's Access to R365 - Grants access to view and edit the 'App Access' setting on Employee Records, which creates a User Record for that employee and allows them access to Restaurant365
  
  
• Map Employee Records - Grants access to save changes on the 'POS Employee' page, which includes the option to set which R365 Employee Record that POS Employee is linked to
  
  
• Edit GL Account on Jobs - Grants access to edit the GL Account associated with Job Records, which is the Account that will be used for Labor Accrual Debits

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Manager Log 

Manager Log Classic

Manager Log Smart Ops

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Payroll

Permission Groups

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Reporting

Permission Groups

Permission-Specific Notes

• View All Ad Hoc Reports - Grants access to view all 'Ad Hoc Reports' within the 'Accounting' and 'Manager' folders
  
  
• View Manager Folder Ad Hoc Reports Only - Grants access to view 'Ad Hoc Reports' in the 'Manager' folder. Does not grant access to Reports in the 'Accounting' folder
  
  
• Create/Edit/Delete all Ad Hoc Reports - Grants access to save 'Ad Hoc Reports' to the 'Accounting' and 'Manager' folders
  
  
• Create/Edit/Delete Manager Ad Hoc Only - Grants access to save 'Ad Hoc Reports' to the 'Manager' folder
  
  
• View All CFR Reports (Bypasses Report Role) - Grants access to all current and future CFR Reports, independent of the User's Report Role(s). Users without this Permission will have access to CFR Reports based on their Report Role(s)

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Sales & Cash

Permission Groups

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