Overview of Security Access Levels

For each module within the system (such asIRIS Financials or IRIS Financials Purchasing), each user group can be allocated an access level. For more on user groups, see Overview of User Groups

The access level determines the minimum level of access required to view and maintain data in the specified module/application. For example, the Purchasing Administrators user group has level 3 access, toIRIS Financials.

Any users who are members of the Purchasing Administrators user group will have level 3 access enabling them to view and maintain IRIS Financials data.

Access levels range from 0-9 with three levels typically used:

  1. Level 3 – for ‘standard’ users who will predominantly need to access the data used on a day-to-day basis.
  2. Level 8 – for ‘power’ users who will predominantly administer and report on financial data.
  3. Level 9 – for System Administrators only.

Once the access levels are set for the user group, you then need to review the minimum access level required to access applicable data. By default, access level 3 is assigned to a vast majority of data so it is only necessary to change the access level for any data that you want to ensure is visible only to a user group with a higher access level.

Any user who belongs to a user group with an access level greater than or equal to 3 will be able view, edit or add data within the PURCHASE ledger.

You may then want to restrict access to certain data functions (e.g. view, modify, post, etc.). For example, you may want only certain users to be able to modify existing suppliers or create new suppliers accounts in the PURCHASE ledger. This is achieved using security roles. For more details on security roles, see Overview of Security Roles