Adding security roles for Smart Help

Note: The steps in this task describe Infor Ming.le functionality. If that application is changed, refer to Infor Ming.le documentation for more current information. Also refer to the Infor Smart Help Administration Guide at https://docs.infor.com/en-us/smarthelp/.
  1. In Infor Ming.le, select Admin Settings in the profile menu.
  2. On the Manage Applications form, double click Smart Help.
  3. Select the Permissions tab and add these IFS Security Roles:
    • CPQEQ-administrator
    • CPQEQ-DirectRepresentative
  4. Click Save.
  5. Open the Manage Context / Utility Apps form and in the list of apps, click Smart Help.
  6. On the Permissions tab, add these IFS Security Roles:
    • CPQEQ-administrator
    • CPQEQ-DirectRepresentative
  7. Click Save.