Recommended User Setup for IRIS Invoice Matcher
There are various ways you can structure your IRIS Financials users. This topic outlines the recommended user setup for your establishment/organisation.
Recommended user setup consists of the following:
Identifying Different Types of User
Applying the Correct User Settings
Identifying Different Types of User
It is recommended that you have two different types of user for IRIS Invoice Matcher:
- Admin User - To manage and Administer the system. We recommend creating at least two admin users to cover absences.
- Document Processor - To verify and process any invoices not automatically matched by the software. We recommend creating at least two document processor users per location to cover absences.
Applying the Correct User Settings
This section advises the recommended user settings per user type to be set in the user account.
User settings can only be applied to user accounts by an Admin user.
Admin User
In the user's account, on the Privileges tab, select the following options from the sections:
ACCOUNT MANAGEMENT
- Manage accounts
- Manage suborganisations
USER MANAGEMENT
- Manage user accounts
- Manage user groups
DOCUMENT MANAGEMENT
- Process documents
- View documents
MASTER DATA
- View supplier bank account numbers
Document Processor
In the user's account, on the Privileges tab, select the following options from the sections:
- Access APPROVE
- Access EXPLORE
- Access MANAGE
- Access RECEIVED
- Access STORAGE - My documents
- Access STORAGE
- Access UPLOAD
- Access VERIFY
- Delete documents
- Edit approval documents