Moving a User from One Group to Another

CUSTADMIN access only

There may be circumstances where a user changes role within your establishment/organisation and consequently needs different access to the system. This is achieved by changing the user group to which the user belongs.

  1. Launch the Administrator module by selecting Admin Modules, then selecting Administrator from the menu in IRIS Financials.
  2. For added security, you are prompted to login again with your System Administrator account details.
  3. The PSF Administration dialog is displayed. The left-hand panel contains an explorer view of the system, including the databases and user groups. The right-hand section provides access to view/edit applicable security information.
  4. Expand the user group folder then select the required user name to display the User tab.
    psf-administration-move-user-group.png
  5. Select the required user group you want to move them to from the Group drop-down list, then select Save And Close.

Changes only take effect once the applicable user has logged out and back in again.