Assigning Menu Security to Auditors
CUSTADMIN access only
This topic forms part of Allowing Auditor Access to PS Accounting and IRIS Financials Purchasing. See Allowing Auditor Access for the full list of topics for this subject.
Menu security identifies which options will be available from the Options and Masters menus in PS Accounting. Access is defined by user group.
To give your auditors access to the applicable menus in PS Accounting:
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From PS Accounting, select Admin > Menu Security from the menu bar. The Menu Security dialog is displayed.
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Select the auditor user group from the drop-down list.
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Select the following menus/menu options the auditor user group should have access to as follows:
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Select each menu in turn – the sub menus are automatically selected (highlighted in blue). Click on any menu option to deselect it.
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A blue highlight indicates that the menu is selected and will be accessible.
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Once the required options have been selected, click the Change button.
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Click the All button to give the auditor access to all menus and submenus.
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If you do not want to give your auditors full access to all menus and sub menus, it is recommended you give them access as per the following table:
| Menu | Sub Menu |
| File | All |
| Modules | All |
| View | All |
| Options | All |
| Masters | All |
| Budgets | N/A – Budget information is under the Masters menu |
| Lists |
All |
| AllocAccount | All |
| Document | Show Allocation only for read-only access. Select all items if you require your auditors to process transactions on your behalf. |
| Trial Balance | All |
| Reconcile | N/A for read only auditor access – Only applicable for processing bank reconciliations. |
| Report | All |
| UDO Maintenance | N/A |
| Post (UDI) | N/A for read-only audit access. Select all items if you require your auditors to process transactions on your behalf. |
| Zoom | All |
| Import | N/A for read-only audit access. Select all items if you require your auditors to process transactions on your behalf. |
| Sheet | All |
| PayAccount | N/A for read-only audit access. Select all items if you require your auditors to process payment lists on your behalf. |
| Dialog Security | All |
| Document | All |
| Favourites | All |
| Rules | N/A for read-only audit access. Select all items if you require your auditors to run rules via the Rules menu, such as depreciation on your behalf. |
| Edit | All |
| Enquiry Toolbar | All |
Next Steps: Assigning Auditors Access to IRIS Purchasing Documents