Get started in IRIS OpenSpace Guide 1

Use the links below to skip to a section in the topic.

 

Setting up an Administrator account

  1. Go to: -  www.irisopenspace.co.uk

  2. Click on Need an account?

  3. Fill in your account details and ensure you include your IRIS customer reference number to receive your free GB of storage.

  1. You will receive an email that will request you to activate your account and setup a password.

 

Activating your Free Space

  1. Enter your Customer Reference when creating a new account.

  2. Login to IRIS OpenSpace→ Settings→ Practice Details→ Edit→ Enter Customer Reference→ Update.

 

 

Adding and managing additional users to account

To Add New User: Settings→ Users→ New User→ Fill in user details.

  1. Select Notify on client file upload to receive an email every time a client uploads a document to IRIS OpenSpace

  2. Select Is Admin User to grant the user unrestricted access to the Settings and Subscription tabs

 

The user will receive an Activate Your IRIS OpenSpace Account email. Click on the link→ Enter a new password→ Set Password.

 

Logging into IRIS OpenSpace account

  1. Go to, www.irisopenspace.co.uk and click Login. Enter email address and password to access your IRIS OpenSpace account (see screen shot below):