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    Connect or Disconnect a Smart Safe Integration
    • 13 Nov 2024
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    Connect or Disconnect a Smart Safe Integration

    • Updated on 13 Nov 2024
    • 1 Minute to read
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    Article summary

    The Integrations page contains the settings for connection and management of selected cloud-based systems that R365 integrates with. This article reviews the processes for connecting or disconnecting Smart Safe integrations available on the Integrations page.

    Connect a Smart Safe Integration

    Follow these steps to connect to a Smart Safe integration on the Integrations page:

    Click steps to expand for additional information and images.

    1) Navigate to Smart Ops or Workforce in R365.

    2) Click your username in the upper right corner of the screen.

    3) Locate the desired Smart Safe integration (Brinks or Loomis).

     If needed, the search bar can be used to find the desired integration.

    4) Click Connect for the desired system.

    5) In the Connection Admin drop-down menu, select the user who will be the admin for the connection.

    Begin typing the username to search for the desired user, then select them from the list.

    6) Select the Connect to ... button.

    The label on the button varies depending on the system you selected. The image shown here is an example.

    7) Next steps vary depending on the selected system. Continue to follow the prompts until the system is successfully connected to R365.

    Some integrations will require that the connection admin log into their account for the integrated system through the connection wizard.

    Disconnecting a Smart Safe Integration

    To disconnect, click Disconnect From [Smart Safe Company].

    Users will be prompted to confirm the disconnection. Once the disconnection is confirmed, the integration will be disconnected.  

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