Creating a New Security Role
CUSTADMIN access only
Typically, all the security roles required by your establishment/organisation have been set up as part of your system installation. However, there may be occasions when a new role needs to be created, perhaps when a new nominal, ledger, or cost centre has been created.
To create a new security role:
- Launch the Financials Administrator module by selecting Admin > Administrator from the menu bar in IRIS Financials. For added security, you will be prompted to login again with your System Administrator account details.
Alternatively, select Start > PS Financials > Financials Administratorand log in using the CUSTADMIN/PSFADMIN credentials. - The PSF Administration dialog is then 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.
- Highlight the PS Financials folder then select the Roles tab.
- Either scroll to the end of the list, or right-click and select Insert from the pop-up menu. In the Role column, enter a code for the role (up to 12 characters with no spaces – the underscore can be used). It is advisable to be consistent with any existing naming conventions.
- Enter a description of the role so that it can be easily identified in the Title column.
- Repeat for any additional security roles required.
- Click the Apply button to save the roles.
Once created, you can then assign the security role to a user group and restrict access to data as required. See the How to - Assign Security Roles to User Groups article for more information.