--- title: "User Permissions: Permission Reference" slug: "user-permissions-permission-reference" description: "Complete reference of all R365 permissions organized by module. Understand what each permission controls and where it appears in the permission tree." status: "update" updated: 2026-10-26T18:50:06Z published: 2026-10-28T05:00:00Z canonical: "docs.restaurant365.com/user-permissions-permission-reference" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # User Permissions: Permission Reference User permissions determine which screens, locations, and types of information that a user can access in Restaurant365. 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](https://docs.restaurant365.com/docs/manage-access-to-security-and-permissions). --- ### Permission Groups User permissions are organized into a tree structure that can be viewed and edited from the User Roles tab of Security & Permissions or in individual User records. Each section below represents a parent group. The tables list the child groups alongside corresponding support documentation for the feature(s) associated with the permissions in the group. ### 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 | **Group** | **Support Documentation** | | --- | --- | | 1099s | [1099 Setup and Management](https://help.restaurant365.net/en/support/solutions/articles/12000041184) | | AP Credit Memos | [AP Credit Memo](/doc/docs/ap-credit-memo) | | AP Invoices | [AP Invoices](/doc/docs/ap-invoice-record) | | AP Payments | [Payment Runs](/doc/docs/payment-run-overview) | | Docs to Process | [Docs to Process](/doc/docs/documents-to-process-overview) | | Payment Runs | [Payment Runs](/doc/docs/payment-runs-page) | | Payment Terms | [Payment Terms](/doc/docs/payment-terms) | | Vendors | [Vendor Form](/doc/docs/vendor-form) | ### Permission-Specific Notes - **View AP Credit Memos Within Accounting -** Grants access to AP credit memos outside of Inventory. - **View AP Invoices Within Accounting -** Grants access to AP invoices outside of Inventory. - **View Docs to Process Within Accounting -** Grants access to [Documents to Process](/doc/docs/documents-to-process-overview) outside of Inventory. - **Access Restricted Vendors -** Grants access to restricted vendors. For more information, see the Restricted Vendor setting on the [Vendor record](/doc/docs/vendor-record). --- ## Accounts Receivable ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | AR Credit Memos | [AR Credit Memos](/doc/docs/ar-credit-memo) | | AR Invoices | [AR Invoice](/doc/docs/ar-invoice) | | AR Payments | [AR Payment](/doc/docs/ar-payment) | | Customers | [Customer Record](/doc/docs/customer-record) | | Sales Items | [Sales Items](/doc/docs/sales-item-record) | --- ## Administration ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Audit Log | [Event Audit Log](/doc/docs/event-audit-log) | | Beginning Balance Transactions | [Beginning Balance](/doc/docs/entering-beginning-balance-transactions) | | Contacts | [Primary Contact](/doc/docs/primary-contact) | | Dashboards | [Operations Dashboard](/doc/docs/smart-ops-release-operations-dashboard) [Labor Dashboard](/doc/docs/smart-ops-release-labor-dashboard) | | Fiscal Years | [Fiscal Years](/doc/docs/fiscal-periodyear-setup) | | Integrations | [Integrations Dashboard](/doc/docs/integrations-dashboard-overview) | | [Integrations Page](/doc/docs/integrations-menu) | | Legal Entities | [Legal Entity Record](/doc/docs/legal-entity-record) | | Location Groups | [Location Groups](/doc/docs/location-groups-overview) | | Locations | [Locations](/doc/docs/legal-entities-location-record) | | Password Policy | [Security & Permissions: Passwords](/doc/docs/security-permissions-passwords) | | POS Management | [Using the R365 Connect Installer](/doc/docs/using-the-r365-connect-installer) | | [POS Mapping Tool](/doc/docs/pos-mapping-tool) | | [POS Groups](/doc/docs/pos-integration-settings-pos-groups) | | [Sales Accounts](/doc/docs/sales-accounts-overview) | | Start of Day | [Start of Day](/doc/docs/start-of-day-overview) | | System Setup | [Autonumbering](/doc/docs/autonumbering) | | [R365 Marketplace](/doc/docs/r365-marketplace) | | [Instance Nicknames](https://help.restaurant365.net/en/support/solutions/articles/12000083342) | | [Setup Assistant](/doc/docs/r365-setup-assistant) | | [Import Tool](/doc/docs/import-tool) | | [MFA Admin](/doc/docs/multi-factor-authentication-method-enrollments) | | [System Preferences](/doc/docs/system-preferences-overview) | | Task Management | [Task Management](/doc/docs/task-management) | | To Do List | [To Do Checklist](/doc/docs/to-do-checklist) | | Users | [Security & Permissions](/doc/docs/security-permissions-overview-security) | | [User Record: Overview](/doc/docs/user-record-overview) | | [Report Roles](/doc/docs/security-permissions-report-roles) | | Workflows | [Workflows](/doc/docs/workflows-overview-security) | ### Permission-Specific Notes - **Access Location Accounting Fields -** This permission only impacts 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. - **3rd Party POS View Only, 3rd Party POS Sync, and 3rd Party POS Admin** - Grant access to POS integrations on the Integrations page and to the Integrations Dashboard. View Only is read-only. Sync allows triggering a manual sync or re-sync. Admin allows connection setup, configuration, and disconnecting, and also allows triggering a re-sync. - **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. 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. This permission does not allow creation or 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. - **Assign Location Groups** - Grants access to edit Location Group assignments, and removes Location Group filtering from the Items, Purchased Items, and Recipe Items grids. The user sees all Items and Recipes regardless of Location Group or Location access. - **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, locations, and reports. 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. --- ## Banking ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Bank Accounts | [Bank Accounts](/doc/docs/bank-account-record) | | Bank Activity | [Bank Activity](/doc/docs/bank-activity-overview) | | Bank Deposits | [Bank Deposits](/doc/docs/bank-deposit) | | Bank Recs | [Bank Reconciliation](/doc/docs/bank-reconciliation) | | Bank Transfers | [Bank Transfers](/doc/docs/bank-transfer) | | Bank Withdrawals | [Bank Expense](/doc/docs/bank-expense) | | Banks | [Banks](/doc/docs/bank-record) | ### Permission-Specific Notes - **Process Bank Activity -** Grants access to the Bank Activity page, including the ability to import, retrieve, and manage Bank Activity. --- ## Catering ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Catering Categories | [Catering Categories](https://help.restaurant365.net/en/support/solutions/articles/12000038897) | | Catering Events | [Catering Events](https://help.restaurant365.net/en/support/solutions/articles/12000038899) | | Catering Items | [Catering Items](https://help.restaurant365.net/en/support/solutions/articles/12000038901) | | Catering Menus | [Catering Menus](https://help.restaurant365.net/en/support/solutions/articles/12000038902) | | Catering Rooms | [Catering Rooms](https://help.restaurant365.net/en/support/solutions/articles/12000038908) | | Catering Settings | [Catering Settings](https://help.restaurant365.net/en/support/solutions/articles/12000038906) | | Sites | [Catering Sites and Rooms](https://help.restaurant365.net/en/support/solutions/articles/12000038908) | --- ## Commissary ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Catalog | [Commissary Catalog](https://help.restaurant365.net/en/support/solutions/articles/12000081896) | | Commissary Order Guides | [Commissary Order Guides](https://help.restaurant365.net/en/support/solutions/articles/12000081897) | | Commissary Order Locations | [Commissary Order Locations](https://help.restaurant365.net/en/support/solutions/articles/12000081898) | | Commissary Orders | [Commissary Orders](https://help.restaurant365.net/en/support/solutions/articles/12000039067) | | Commissary Templates | [Commissary Templates](https://help.restaurant365.net/en/support/solutions/articles/12000039069) | --- ## Fixed Assets ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Asset Categories | [Fixed Assets - Asset Categories](/doc/docs/fixed-assets-asset-categories) | | Asset Classes | [Fixed Assets - Asset Classes](/doc/docs/fixed-assets-asset-classes) | | Assets | [Fixed Assets - Assets](/doc/docs/fixed-assets-asset-classes) | | Depreciation | [Fixed Assets - Depreciation](/doc/docs/fixed-assets-depreciation-form) | --- ## Food ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | AP Credit Memos | [Inventory - AP Credit Memos](/doc/docs/ap-credit-memos-overview-security) | | AP Invoices | [Inventory - AP Invoices](/doc/docs/ap-invoices-overview-security) | | Docs to Process | [Docs to Process](/doc/docs/documents-to-process-overview) | | Donations | [Donations](/doc/docs/donations-overview-and-security) | | Donation Templates | [Donation Templates](/doc/docs/donations-donation-templates) | | Food Administration | [Verify Item Setup](/doc/docs/items-classic) [Update Recipe Costs](/doc/docs/recipe-items-page) | | Inventory Count Templates | [Inventory Count Templates](/doc/docs/inventory-counts-create-and-edit-an-inventory-template) | | Inventory Counts | [Inventory Counts](/doc/docs/inventory-counts-create-and-enter-an-inventory-count) | | Item Categories | [Item Categories](/doc/docs/item-categories) | | Item Locations | [Item Locations](/doc/docs/item-locations) | | Item Transfer Templates | [Item Transfer Templates](/doc/docs/item-transfers-create-a-transfer-template) | | Item Transfers | [Item Transfers](/doc/docs/item-transfers-overview-security) | | Menu Item Categories | [Menu Item Categories](/doc/docs/menu-item-categories) | | Menu Item Links | [Menu Items & Menu Item Links](/doc/docs/menu-items-menu-item-links) | | Menu Items | | Prep | [Memorized Prep Logs](https://help.restaurant365.net/en/support/solutions/articles/12000061018) [Prep Logs](https://help.restaurant365.net/en/support/solutions/articles/12000060708) [Prep Stations](https://help.restaurant365.net/en/support/solutions/articles/12000061016) | | Purchased Items | [Purchased Items](/doc/docs/purchased-item-record-overview-security) | | Purchasing | [Purchase Orders](/doc/docs/purchase-orders-overview-security) | | Recipes | [Recipes](/doc/docs/recipe-items-page) | | Units of Measure | [Units of Measure](/doc/docs/units-of-measure-list) | | Vendor Items | [Vendor Items](https://help.restaurant365.net/en/support/solutions/articles/12000090595) | | Waste Log Templates | [Waste Log Templates](/doc/docs/waste-logs-create-and-edit-a-waste-log-template) | | Waste Logs | [Waste Logs](/doc/docs/waste-logs-overview-security) | ### Permission-Specific Notes - **View AP Credit Memos Within Food -** Grants access to AP credit memos in Inventory. - **View AP Invoices Within Food -** Grants access to AP invoices in Inventory. - **View Docs to Process Within Document Library -** Grants access to Documents to Process in Inventory. --- ## Franchising ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Franchisee Billing | [Franchisee Billing](https://help.restaurant365.net/en/support/solutions/articles/12000039128) | | Franchisee Fees | [Franchisee Locations](https://help.restaurant365.net/en/support/solutions/articles/12000039130) | | Franchisee Locations | | Franchisee Sales | [Franchisee Daily Sales](https://help.restaurant365.net/en/support/solutions/articles/12000039129) | | Franchisees | [Franchisee Setup](https://help.restaurant365.net/en/support/solutions/articles/12000039131) | --- ## General Ledger ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Allocations | [Allocations](/doc/docs/preset-allocations-overview-security) | | Budgets | [Budgets](/doc/docs/budgeting-overview-security) | | GL Accounts | [GL Accounts](/doc/docs/gl-account-record) | | GL Types | [GL Types](/doc/docs/gl-types) | | Journal Entries | [Journal Entries](/doc/docs/journal-entries-overview) | | Paid Out Types | [Paid Out Types](https://help.restaurant365.net/en/support/solutions/articles/12000050543) | | Payment Type Accounts | [Payment Type Accounts](/doc/docs/payment-type-accounts-overview) | | Payroll Journal Entries | [Payroll Journal Entry](/doc/docs/payroll-journal-entry) | ### Permission-Specific Notes - **Access Restricted GL Accounts -** Corresponds to the Restricted Vendor setting on the GL Account record. Grants access to the GL accounts that are marked as Restricted. --- ## Labor ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Announcements | [Announcements](/doc/docs/manager-tools-announcements) | | Blackout Days | [Blackout Days](/doc/docs/manager-tools-blackout-days) | | Departments | [Departments](/doc/docs/smart-ops-department-record) | | Employees | [Employees](https://help.restaurant365.net/en/support/solutions/articles/12000077267) | | Events | [Events](/doc/docs/manager-tools-events) | | Jobs | [Jobs](/doc/docs/smart-ops-release-jobs-list) | | Labor Details | [Labor Details](/doc/docs/labor-details) | | Labor Rules | [Break Rules](/doc/docs/admin-page-break-rules) [Overtime Rules](/doc/docs/admin-page-overtime-rules) [Split Rules](/doc/docs/admin-page-split-rules) [Tip Makeup Rules](/doc/docs/admin-page-tip-makeup) | | Pay Periods | [Pay Periods](/doc/docs/admin-page-pay-periods-and-punch-edit-auto-lock) | | Punch Edits | [Punch Edits](https://help.restaurant365.net/en/support/solutions/articles/12000082833) | | Scheduling | [Scheduling](/doc/docs/scheduling-schedule-calendar) [Labor Matrix](/doc/docs/admin-page-labor-matrix-overview) | | Sites | [Sites](/doc/docs/smart-ops-release-sites) | | Time Clock | Coming Soon! | | Tip Automation | [Tip Automation](https://help.restaurant365.net/en/support/solutions/articles/12000096231) | ### 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 used for Labor Accrual Debits. --- ## Manager Log ### Manager Log Classic | **Group** | **Support Documentation** | | --- | --- | | Alerts | [Classic Manager Log Overview](https://help.restaurant365.net/en/support/solutions/articles/12000039213) | | Daily Overview | | Document Library | | Log Categories | | Notes & Tasks | | Task List Setup | | Task List | ### Manager Log | **Group** | **Support Documentation** | | --- | --- | | Log Entries | [Log Entries](/doc/docs/log-entries-overview-security) | | Log Settings | [Logbook Settings](/doc/docs/logbook-logbook-settings) | | Logbooks | [Logbooks](/doc/docs/logbook-overview-security) | --- ## Payroll ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Workforce Payroll | [Workforce Payroll Process Overview](/doc/docs/workforce-payroll-process-overview) | --- ## Reporting ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Ad Hoc Reports | [Creating/Modifying Ad Hoc Reports](/doc/docs/creatingmodifying-ad-hoc-reports) | | Custom Financial Reports | [Financial Report Writer](/doc/docs/custom-financial-reports-writer-overview-and-security) | | Report Subscriptions | [Report Subscriptions](/doc/docs/report-subscriptions-overview-security) | | Standard Reporting | [P&L Comparison](/doc/docs/pl-comparison-screen) | | [Report Views](/doc/docs/report-views) | ### 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 can access CFR reports based on their [report role(s)](/doc/docs/security-permissions-report-roles). --- ## Sales & Cash ### Permission Groups | **Group** | **Support Documentation** | | --- | --- | | Cash Management | [Till Management](https://help.restaurant365.net/en/support/solutions/articles/12000085537) | | Daily Sales | [Daily Sales Summary](https://help.restaurant365.net/en/support/solutions/articles/12000077521) [DSS Journal Entries](https://help.restaurant365.net/en/support/solutions/articles/12000039075) [Mass DSS](https://help.restaurant365.net/en/support/solutions/articles/12000039080) [Repoll Daily Sales](https://help.restaurant365.net/en/support/solutions/articles/12000039078) | | Forecasts | [Forecasts](https://help.restaurant365.net/en/support/solutions/articles/12000077200) | | Safe Counts | [Safe Counts](https://help.restaurant365.net/en/support/solutions/articles/12000094338-safe-counts-overview-security) | | Sales Tickets | [Sales Tickets](https://help.restaurant365.net/en/support/solutions/articles/12000070784) |