Creating a Role

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.

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

A user can have one or more roles assigned to them. If a user is assigned to more than one role, then the user has 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 field, specify a name for the role.
  3. In the Description field, specify descriptive information about the role.
  4. Click Save.
  5. Use the Actions tab to add actions to the role.
  6. Use the Users tab to add or remove users from the role.
    Note: If you are integrated with Infor OS (Ming.le), you must promote this role to Infor Ming.le.
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