Adding Users to a User Group

User groups are a collection of security settings to which individual users can be added. Rather than creating users and applying security settings to each one, you create a user group, apply the required settings, then add the users to that group. The user automatically inherits the group settings.

Once a user group has been created, you are then ready to add users to the group.

1. Go to Maintenance, then select User Groups from the menu.
   
2. The User Group Maintenance window is displayed with all existing user groups displayed in the left-hand panel. Select the required user group from the left-hand panel, then select the Users tab.
   
3. Select ADD NEW, then select USER. A new user entry is created under any existing users within the group.
   
4. Enter a User ID for the user (maximum 24 characters). This would typically be the user's initial, then surname or vice versa (ensure you follow any existing structure for consistency). Enter the user's name in Title.
5. Enter a current email address in Email. In some establishment/organisation, the system may have been set up to use the Windows login to access IRIS Financials. If this is the case, select Windows authenticated.
6. Active is selected by default to indicate the user account is ready to use. You can deselect this if the new user has not yet started (this same process can also be used to prevent access for any existing user).
7. Select SAVE to add the new user to the group.
   
8. Each new user is given a default password of NEWUSER. They are immediately asked to change this password when they log in for the first time.
9. An Update complete message is displayed. Select OK to close the message and return to the previous window.