Switch On New Security for IRIS Financials
This guidance is only for IRIS Financials Version 7.0.2223 or later
To use the new Security feature for IRIS Financials, you must switch it on.
- Go to Home, then select Settings.
- On Global settings for all users, select Preview Features, then EDIT.
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Select New security screens and Disable account roles on ledgers.
- SAVE the changes.
When the new Security is switched on, Security Roles are automatically created that start with RX. We recommend using the Security Reports on the Security Reports Dashboard to check the Security Roles applied across IRIS Financials and updating any with RX as required.