Setup Assistant

The R365 Setup Assistant is your quick-start tool to get R365 up and running. The Setup Assistant has been designed for simplicity and ease of use. When new customers first log in to R365, they are greeted by the Setup Assistant. This tool will wal...

This article reviews the 'User Security Roles' tool within the R365 Setup Assistant . Once 'Setup Assistant' opens, navigate to 'User Security Roles' from the 'Users & Security' sub-menu to view an alphabetical listing of all Users. Ab...

To customize the user experience, organizations can change the color scheme of the R365 platform to match branding for your organization. The system comes with several preconfigured themes to choose from but also allows users to create and save thei...