Switch On New Security for IRIS Financials

This guidance is only for IRIS Financials Version 7.0.2223 or later if your organisation has switched on the New security screens. If it is not switched on or using version 7.0.2103 or earlier, these features are not available.

To use the new Security feature for IRIS Financials, you must switch it on.

1. Go to Home, then select Settings.
2. On Global settings for all users, select Preview Features, then EDIT.

3. Select New security screens and Disable account roles on ledgers.

4. 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.