Knowledge Base Articles

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IRIS OpenSpace Knowledge Base

42 articles

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Personal Tax- How to upload files/PDF to OpenSpace?

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

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How do I resend the registration activation request link to my client?

To resend the request Select Home Tab, Click ‘Clients’ and select the Circle next to the appropriate client ID. Click Edit Client, Select the Circle…

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Can I setup two separate OpenSpace Accounts for 2 different clients?

Each OpenSpace client user should have their own unique email address, using the same email address for different clients will provide access to both sets…

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Openspace- Is it possible for multiple clients to be associated with an individual? (by email)

Yes, this is one of the features in OpenSpace. Simply add the same client user email address to each client that access is required for;…

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IRIS Openspace- How much does it cost to buy 1 GB of OpenSpace or buy more storage?

The first GB of data is free to use. Thereafter additional storage can be purchased for £5(+VAT) per month from within the application. Should you…

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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 duplication will occur after the…

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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 -> Annual and then Tick Word…

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My staff member has lost access to OpenSpace

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

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Reset OpenSpace Colours Back to the Default after customisation?

A reset to default option has been requested as an enhancement and we hope to have this available in a future release. In the meantime…

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Can I change the IRIS Logo with my own within IRIS OpenSpace?

Please refer to the IRIS OpenSpace branding guide, available Here, for further details. Share This Page