Add Users

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to Add Users.

We have also produced a video to guide you through this process — go to Add Users Video.

1. Go to Maintenance, then select Users.

2. Select ADD NEW, then select USER.
3. Enter the following details: 
   1. User Id (maximum 24 characters).
   2. The user's full name in Title.
   3. To apply permissions, select the user Group to assign them to.
   4. The user's Email address.
   5. If your organisation is set up to use your Windows Active Directory, select Windows authenticated.
   6. Active is selected by default. To stop the account being activated immediately, clear the selection.
   7. If they only work for one location, select the relevant Location or Entity.
4. SAVE the details.

5. You must set a password to provide to the user:

   1. Select LINKS, then Set Password.
   2. Enter a New password.
   3. Select OK.

   When they log in for the first time, they are prompted to change their password.