Add PS Cloud Users

To provide access to IRIS Financials products using a Remote Desktop Program (RDP) connection, a PS Cloud account must be created for the user.

  1. In the PS Cloud Self Service, select Accounts.

  2. Select Add User.

  3. It is recommended you automatically generate the Username — enter the users First Name and Last Name.

    If you do not want to use the generated Username, enter the details you want.

  4. To create a temporary password, select the generate icon next to Password.

    Use the Eye icon next to Password to display the password details.

  5. From Select Locations, select all the required locations the user needs access to .
  6. To save the account, select Submit.
  7. To provide access to the RDP session, activate the account.

  8. Copy the Username and Password details into separate emails to the user.

    For security purposes, do not send the Username and Password in the same email.

  9. Send the login details to the user.

    When the user logs in for the first time they are prompted to set a new password.

When sending the user their login details, to help them learn about using their PS Cloud profile, we recommend including a link to the Getting Started Guide.