Assigning Document Security to Auditors

CUSTADMIN access only

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

This topic forms part of Allowing Auditor Access to IRIS Financials and IRIS Financials Purchasing process. For a full list of related topics, go to Allowing Auditor Access .

An auditor must be given access to the specific document types in order to access transactions that have been posted in IRIS Financials.

For the auditor user group, set up access to all required document types.

Next Steps: Assigning Menu Security to Auditors