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IRIS OpenSpace Knowledge Base

39 articles


IRIS OpenSpace

"My staff member cannot login to OpenSpace or upload into OpenSpace from IRIS"

Please ensure that the staff member’s email address setup for OpenSpace and Password are entered within IRIS. To verify the…


IRIS OpenSpace

When logging into OpenSpace clients are redirected back to the login screen

To fix this they need to change privacy settings in the browser to allow content/cookies to be stored locally. Chrome:…


IRIS OpenSpace

How do I send a customised Email Template?

A customised E-Approval can be created by selecting the following within OpenSpace: Click: Settings | Customisation | Email Templates |…


IRIS OpenSpace

How to change the client’s email address within OpenSpace?

You can no longer change a user's e-mail in Openspace. You must either delete them as a user and then…


IRIS OpenSpace

I am trying to configure OpenSpace to use my email server

To obtain these settings you will need to ask your email provider Default ports are 25, 587 and 465 Most…


IRIS OpenSpace

How to activate my client account in Open Space and complete the e-Checklist

For information on How to Activate a Client Account please visit the IRIS Help Centre, here Share This Page


IRIS OpenSpace

Does IRIS OpenSpace work with Apple Products?

IRIS OpenSpace only requires a browser, the hardware is irrelevant. So accessing IRIS OpenSpace on iPhone or iPad is fine.…


IRIS OpenSpace

How to upload to OpenSpace from IRIS Personal Tax

To upload from personal tax click Reports, select the relevant report and tick the box PDF and then tick the…


IRIS OpenSpace

A duplicate client has been created when uploading document to OpenSpace?

Clients are created automatically when files are uploaded from IRIS, if the client was created manually in OpenSpace first then…


IRIS OpenSpace

How do I upload Accounts from Accounts Production into OpenSpace?

To upload a set of accounts users are required to do the following: Select the relevant client Click Reports ->…