User Roles

User Roles determine the access a User has in Restaurant365. The User Roles tab is used by Admin Users to view and adjust which Users are assigned to each User Role, as well as view the Password Requirements for each User Role.

User Role is synonymous with 'Security Role'. Learn more about primary and secondary Security Roles here.

Users & Security Limits

Users who have permissions related to user management, including creating and editing user roles, permissions, assigned locations, and report roles, can only edit within their own access level. Learn more about user editing restrictions and access levels.

User Roles Tab

	Button/Field	Description
1	User Role Selector	Drop-down menu listing all User Roles. All subtabs display information based on the selected User Role. The quantity of Users assigned to each User Role is displayed next to the User Role name in the drop-down menu
2	Edit Menu	Opens the edit menu with the following options: Rename - Change the name of a Custom User Role. R365 User Roles cannot be renamed Duplicate - Create a new User Role that is a copy of the selected User Role Delete- Delete a Custom User Role. R365 User Roles cannot be deleted.
3	Shared User Role	Indicates a Multi-Instance Shared User Role. These roles can only be edited or deleted from the originating instance.
4	+ Add Role	Adds a new Custom User Role.
5	Permissions	Displays all security permissions. Used to view, assign, or remove permissions.
6	Users	Displays all Users. Used to view and adjust User assignments for the selected role.
7	Settings	View-only tab for password parameters by User Role.

Permissions Subtab

The Permissions subtab is where the User Permissions associated with the selected User Role can be viewed or adjusted.

Learn more about managing Custom User Roles here.

Here is the table using the same structure as the previous one:

	Button/Field	Description
1	Search Bar	Filters the permission tree to the entered text.
2	Expand/Collapse All	Expands or collapses the entire permission tree to show/hide all permission in all groups.
3	Permission Tree	Displays the top level of the permission grouping.
4	Expander Arrow	Expands or collapses the permission group to show/hide permissions.
5	Permission Checkbox	Indicates if the Permission is included in the User Role. Click to assign or unassign the Permission. R365 User Roles are not editable. All permissions assigned to these User Roles will be greyed out.
6	Open Permissions Access Report in New Tab	Hover over the Permission and click to run the Permissions Access Report. This opens the report in a new tab.
7	Select All	Selects/checks all permissions.
8	Clear All	Clears or removes all permissions.

Open Permissions Access Report in a new tab.

Hover over the Permission and click to run the Permissions Access Report. This opens the report in a new tab

Checkbox Legend

The following icons are used for Permission Group checkboxes:

Empty Checkbox - None of the Permissions in the Group have been assigned

Blue Check Checkbox - All of the Permissions in the Group have been assigned.

Blue Dash Checkbox - Some, but not all, of the Permissions in the Group have been assigned.

The following icons are used for individual Permission checkboxes:

Blue Check Checkbox - Permission is assigned; the User has access

Empty Blue Checkbox- Permission is not assigned; the User does not have access

Empty Grey Checkbox- Permission cannot be assigned because the 'View' Permission for the Group has not been granted.

Users Subtab

	Button/Field	Description
1	Assigned User Summary	Displays the quantity of Users assigned to the selected User Role.
2	Search Bar	Filters users to the entered text.
3	All Users / Above Store Users Filter	Opens the dropdown with the following options: All Users - All users in R365. Above Stores Users - Users who are not linked to an employee record.
4	Only Show Users with Role Toggle	When selected, only users assigned to the selected user role are displayed.
5	Assigned Checkbox	Assigns or unassigns the user to the user Role. Checked indicates that the User is assigned to the User Role. Unchecked indicates that the User is not assigned to the User Role.
6	User Record Link	Opens the user record for the selected user.

Settings Subtab

The Settings tab displays the Password Parameters for the selected User Role.

This tab is view-only. Editing the User Role's Password Parameters is done on the 'Passwords' tab.

Save the User Roles Tab

Once any changes have been made to the user roles, whether editing an existing user role or creating a new user role, the user roles tab must be saved before users can move on to any other tab or page. The page does not autosave.

To save any changes or edits made, hover over Save in the top left corner of the page. From the dropdown options, click either Save to save and keep the page open or Save and Close to save and close the page.

If another tab is clicked before the users roles tab can be saved, users will be prompted to save their changes. The prompt will give users the option to return to the page, continue to leave the page without saving, or to save the changes and continue to leave the page.