Adding security roles

  1. Log on to Infor OS as an administrator.
  2. On the User menu, select User Management.
  3. Click the upper left Menu icon.
  4. Select Configure > Master Data Types > Security Roles.
  5. Click + to add the three security roles that are displayed in the following table. Follow the table information for each security role. Click Save after adding each role.
    Note: The security role names are case-sensitive. There are no spaces in between the dashes.
    This table shows the roles that you must add:
    Security Role Name Description
    IDMCAPTURE-User Access to activities under Operator: view my batches, open next batch, scan new documents, and upload new documents.
    IDMCAPTURE-Administrator Same security as Ephesoft User with additional access to Administrator activities: batch class management, batch instance management, folder management, and reports.
    IDMCAPTURE-SystemAdministrator Same security as Ephesoft Administrator with additional access to System Configuration where an administrator can add and remove access on roles.