Restaurant 365 Set Up Instructions

https://docs.restaurant365.com/docs/user-setup-security-and-location-access

Create New User 

• Log in to your instance of Restaurant 365.

• IMPORTANT: Please make sure to provide us the instance url so we may log in to the correct account. System urls look like the following: https://your_instance_name.restaurant365.com

• Creating a new User can be started from either the 'Users' page or the 'Administration' menu in the top ribbon 

Users Page

Navigate to the Users page, then click the '+ Add User' button to open a new blank User Record.

Required Fields

When creating a new User, the following fields are required and must be entered before the User Record can be saved. 

• Full Name: Ceterus Bookkeeping

• User Login: Ceterus_(your last name)

• Login Password: Ceterus123!@#

• Default Location: Please add your location(s) here

• User Email: access@ceterus.com

Assign User Roles and Permissions

User Roles

User Roles can be assigned or unassigned via the following pages and tools:

• Users Page - This page lists all Users that have been added to the system. Here, the User Roles assigned to each User can be changed via inline editing

• User Record - The User Roles assigned to the User can be assigned or unassigned on the Permissions tab

• Security & Permissions Page - On the User Roles tab, User Roles can be managed by first selecting the User Role, then assigning or unassigning the desired Users

Permissions

Permissions assigned to individual Users can be changed via the following pages and tools:

• User Record - On the Permissions tab, the specific Permissions assigned to the User can be changed. Please give Ceterus access to all so we can review all revenue reports.

Assign Report Roles

Report Roles can be assigned or unassigned via the following pages and tools:

• Users Page - This page lists all Users that have been added to the system. Here, the Report Roles assigned to each User can be changed via inline editing

• User Record - On the Reporting tab, the Report Roles assigned to the User can be changed

• Security & Permissions Page - On the Report Roles tab, Report Roles can be managed by first selecting the Report Role, then assigning or unassigning the desired Users

Follow these steps to change the Report Roles assigned to the User:

1. Click the current Report Roles to open the Report Role drop-down menu

2. Search for the desired Report Role by typing part or all of the Report Role's name into the 'Report Roles' box

3. Add Report Roles by selecting the desired Report Role from the list – ALL REPORTS

4. Remove Report Roles by clicking the grey X icon associated with the Report Role, then confirm that the Report Role should be removed.

Assign User Locations

Locations can be assigned or unassigned via the following pages and tools:

• Users Page - This page lists all Users that have been added to the system. Here, the Locations assigned to each User can be changed via inline editing

• User Record - On the Locations tab, the Locations assigned to the User can be changed

• Setup Assistant - Contains a 'User Location Access' step that can be used to update the Locations assigned to Users in bulk.

IMPORTANT: Please make sure to provide us the instance url so we may log in to the correct account. Return to the Ceterus homepage to provide us the log in url.