Deactivating a User
CUSTADMIN access only
A user should NEVER be deleted from the PS Financials system as this could have an impact on any documents that have been stamped with that user's USER ID.
Users should never be deleted/removed from the system as this could impact documents/transactions that have been stamped with the user’s ID and consequently affect any audit trail. The only time when a user can be deleted is immediately after its creation if it has been created in error.
- Launch the 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.
- 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.
- Identify the required user by expanding the applicable user group folder.
- Click the required user name to display the User tab.
- Deselect the Active check box then click the Save and Close button.
You can create a Leavers or Inactive Users user group and once you have deactivated the user, move the user to the this group as described in the Moving a User from One Group to Another.
If the leaver was a PS Cloud user, contact the IRIS Financials Support Team to deactivate their PS Cloud account after you have removed their software access in Financials Administrator.
After you have deactivated a user, it is important to consider if the user was an approver. If they were, then you will need to assign another approver to any cost centres userfields, so that order are routed to a new approver. See the Changing a Cost Centre Approver.