Removing Security

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to Removing Assigned Security Roles from a User Group .

Remove security from areas of IRIS Financials for a user group when: 

• You want to hide things or no longer have them displayed, such as accounts, ledgers, nominals, and so on.
• The users no longer need access to items.
• Permissions to perform certain actions are no longer needed.

Removing security permissions for a user group applies the changes to all users assigned to the group. If permissions only need removing 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.

To remove security: 

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

   1. For each item, clear the selection of those to be removed.

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

   2. SAVE the settings.

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