Add Users to User Groups

This guidance is only for IRIS Financials Version 7.0.2223 or later if your organisation has switched on the New security screens. If it is not switched on or using version 7.0.2103 or earlier, go to Adding Users to a User Group.

To control the IRIS Financials modules and features a user can access, and their permissions, they must be added to a relevant user group when their account is created.

If a user already has an account but has not been added to a user group you must assign them to a group.

To add a user to a user group:

  1. Go to Maintenance, then select Users.
  2. Find and select the user.
  3. Select EDIT.
  4. In Group, select the relevant User Group.
  5. Select SAVE.