Create User Groups

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

User groups are created to manage permissions for IRIS Financials modules and features for specific groups of users.

To create a user group: 

  1. Go to Maintenance, then select User Groups.

  2. Select ADD NEW, then USER GROUP.

  3. To identify the group, enter a Group code (maximum 8 characters), and meaningful name in Title.

    The Group code and Title cannot be changed after saving.

  4. Enter the number of days (limited to 100) before a password should expire for all users in the group in Password expiry.

  5. To send warnings to all users before their password is due to expire, enter the number of days (limited to 100) in Password warning.

    To never expire passwords or send warnings, leave Password expiry and Password warning set to 0.

  6. SAVE the group.
  7. Set the security and permissions for the group.
  8. Add users to the group.