Setting Up Access to Document Input Types

This guidance is only for IRIS Financials Version 7.0.2103 or earlier. If using version 7.0.2223 or later, go to Security for Document Types and Input Forms.

This topic describes how to provide access to a particular document type in IRIS Financials. This allows users to access and enter details of transactions into the applicable accounts and post the documents. For example, your establishment/organisation only wants to provide users in a finance admin group with full access to document input forms.

To give users access to document input types, you must have access to the Accounting module.

1. Go to Documents, then select UDI Settings from the menu.
   

2. The UDI Settings window is displayed with the General tab displayed by default. Select the required document type from the left-hand panel, select the Input Forms tab, then select EDIT.
   

3. Select the input form for which you want to set user group access from the Title panel, then select the required user groups from the right-hand panel. When you have selected the required user groups, select SAVE.

4. An Update complete message is displayed. Select OK to close the message and return to the previous window.