Promoting Custom Roles to Infor Ming.le
If you are integrated with Infor Ming.le, Infor CRM SLX custom roles that are added or updated are promoted to the Infor Ming.le back office through the SecurityRoleMaster BOD.
Note:
- The system administrator and users with the appropriate role can access these features.The system administrator and users with an administrator role can access these features.
- Infor CRM SLX standard roles do not need to be promoted as they are already available in Infor Ming.le.
"Promoting" a custom role creates a corresponding record in Infor Ming.le and creates a link between the records in Infor CRM SLX and Infor Ming.le.
By default, the SecurityRoleMaster BOD Outbound on Update and Outbound on Create options are set to Automatic which implies that custom roles are automatically promoted when added or updated. However, you must manually promote a role under the following conditions:
- You wish to promote existing Infor CRM SLX custom roles to Infor Ming.le.
- The implementation
requires that added or updated custom roles must be manually updated, for
example, the Outbound On Create or Outbound On Update options for the
SecurityRoleMaster BOD are set to
User Triggered.
- To determine if a custom role must be manually promoted, on the detail view, click the ERP Details tab and view the Sync Status. If the Sync Status is Changes Pending, then you need to promote the changes to Infor Ming.le.
To promote:
- On the Navigation Bar, select . Select .
- Select one or more records. To select more than one record, press or , and highlight the records.
- In the Task Pane, click .
- Click .