Adding and Maintaining Users

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

Users can be added to the system at any stage by adding them to a user group. User groups are a collection of security settings to which individual users can be added. Rather than creating users and applying security settings to each one, you create a user group, apply the required settings to the group, then add the required users. The users within the group automatically inherit the security settings.

Adding a user to a user group automatically creates an account in the USERS ledger. Please see Adding a New User Group if an applicable user group does not already exist.

Please select from the following options:

Adding Users to a User Group

Resetting a User's Password

Adding or Editing a User's Email Address

Moving a User from One Group to Another