Creating a Role

The system administrator and users with the appropriate role can access these features.

Permissions to features and functionality in the Web Client are determined by roles. You can create any number of roles and assign them to any number of users. Alternatively, you can use a default role.

A user can have one or more roles assigned to them. If a user is assigned to more than one role, he/she will have access to all secured actions within the roles even if each role does not contain the same actions. You cannot assign a role to a department or team.

To create

  1. On the Administration menu, click New Role.
  2. In the Name box, type a name for the role.
  3. In the Description box, type descriptive information about the role.
  4. Click SaveClosed.
  5. Use the Actions tab to add actions to the role.
  6. Use the Users tab to add or remove users from the role.

If you are integrated with Infor Ming.le, you must promote this role to Infor Ming.le.

Related Topics

What are Roles and Secured Actions?



What's New in this Release


For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at