Change Security for User Groups

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, security is changed on the relevant Maintenance screen.

To change access and permissions for IRIS Financials applications and features for users, the user group Security can be updated.

Changing the security for a user group applies the changes to all users assigned to the group. If changes are only needed for specific users, move them to another group that has the required permissions.

If a suitable group does not already exist, create a group with the relevant permissions, then add the users.

We have also produced a video to guide you through this process — go to Manage User Permissions Video.

  1. Go to Maintenance, then select User Groups.

  1. Select the required user group, then LINKS.
  2. Select each relevant option in Security, then complete the following: 

    1. For each item, select the permissions to be added or clear the selection of those to be removed.

      If security is being set for specific items, such as document types, and the permissions can be applied for all , after setting them for one , COPY them to the others.

    2. SAVE the settings.

    To add or remove permissions for another user group, select CHANGE USER GROUP, then the required User Group.