Applying Security and Assigning Access

This guidance is only for IRIS Financials Version 7.0.2103 or earlier. If using version 7.0.2223 or later, go to Manage Security.

This section outlines various tasks for applying security and assigning access to certain roles.

• Overview of Security Access Levels

• Overview of Security Roles

• Creating a New Security Role

• Applying Security to a Cost Centre

• Assign security roles to User Groups

• Setting Module Security and Access Levels

• Setting the Minimum Data Access Levels

• Deleting a security role

• Hiding Accounts no Longer Required, e.g. Bank, Cost Centres

• Hiding Ledgers no Longer Required

• Setting Up Access to Document Input Types