Manage client access

Use client access settings to set the default access applied to your client accounts.

These settings will be automatically applied when you create a new client. You can alter the settings for individual clients, Go to Clients and select the client from the list to open their profile. Select the Client Access Settings icon to adjust access settings unique to that client.

  1. Go to Settings then select Client Access.

  2. Toggle the switches to turn on or off the listed featured for you clients.

  • Dashboard - choose which options to display on you clients dashboards.

    • Financial Overview - turn on or off the financial overview widget.

      • Financial Graphs - turn on or off just the financial graphs.

  • Recent Changes - turn on or off notification from IRIS about software updates.

  • All Bank Feeds - set bank feed access.

    • Manual - allow manual importing of transactions in CSV format.

    • Partner (Me) - enable feeds from yourself to your client.

All misc access

  • Invite An Accountant.

  • Standard Balance Sheet.

  • Social Media Buttons.

  • Additional Details on VAT Returns.

  • Split Screen Bank Reconciliation.

  • Customers (Extra Field).

  • Suppliers (Extra Field).

  • Receipts (Extra Field).