Assigning Application Access 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 .
When you have created an Auditor user, you need to give them access to the applicable applications.
- In Financials Administrator, select the Security tab and select the applicable IRIS Financials database – typically IRISLIVE.
- Scroll to the bottom of the Security list, then from the User Group drop-down list, select the group for auditors.
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Select Application, then select Accounting.
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Enter 9 in the Access Level field. This will ensure the auditors have access to all closed periods, nominals and accounts.
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Select the Enquiry Only check box, then select Apply. This ensures the auditors cannot post or amend any data (leave this unticked if you want them to be able to make changes on your behalf).
Giving auditors Enquiry Only access does not provide access to all menus. If the auditors require access to specific menus, access must be provided separately.
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Repeat for any other applications the auditors need access to.
For access to IRIS Financials Purchasing, the user group will need access to Web Portal application. You will also need to assign the auditors an IRIS Financials Purchasing licence and give them access to the applicable document types.
Next Steps: Assigning Security Roles to Auditors