R365 Mobile uses a consistent header and a persistent bottom tab bar to move between features. All users have access to these global navigation elements.
Bottom Tab Bar Buttons
Dashboard
The Dashboard is the R365 app landing page, with configurable widgets and shortcuts.
Dashboard customization is managed directly in the Dashboard. Learn more about customizing shortcuts and customizing widgets.
Communication
The Communication screen combines Announcements and Messages in a single tabbed layout.
Create menu
The Create menu provides a dedicated place for adding and submitting information without leaving the current workflow. After completing a create action, the app returns to the previous screen, keeping work uninterrupted.
The actions available depend on the user’s permissions, and can include:
Submitting scheduling requests, such as time off or availability changes
Submitting logs and forms, including waste logs, donation logs, and manager log entries
Creating records such as orders, transfers, and inventory counts
Sending messages and announcements
Pinned Tool
The pinned tool is the customizable slot in the tab bar that provides quick access to a user’s most important feature. When the R365 app is opened for the first time, users are prompted to select a pinned tool. This choice can be changed or reset at any time from the Pinned Tool option in the user profile. If the user does not select a pinned tool, the first tool in the options list is set by default.
Learn more about pinning tools.
More menu
The More menu contains all features a user has access to that are not pinned in the tab bar. Tools are organized into categories such as Accounting, Inventory, Workforce, and Task Manager. The features that appear in the More menu depend on the user’s permissions.
Security
User permissions determine which applications, pages, and actions an individual has access to.
Access to manager and back-office tools (such as AP Approvals, Inventory, Daily Sales Summary, Restaurant schedule, and Logbook) are granted through the standard user permissions managed on user records. For more information, see User Setup and Security.
Self-service tools for employees (such as My schedule, My requests, My time off, and My pay) are only accessible by users with the Employee App Access permission, which is managed on employee records. Learn more about managing Employee App Access.
Changing Locations
For users with access to multiple locations, a location switcher appears at the top of the screen. The switcher is present in features such as Task Manager and Schedule whenever location-specific data is shown.
