Promoting Custom Roles to Infor OS Portal (Ming.le)

If you are integrated with Infor OS Portal (Ming.le), Infor CRM SLX custom roles that are added or updated are promoted to the Infor OS Portal (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 OS Portal (Ming.le).

"Promoting" a custom role creates a corresponding record in Infor OS Portal (Ming.le) and creates a link between the records in Infor CRM SLX and Infor OS Portal (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 OS Portal (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 OS Portal (Ming.le).

To promote:

  1. On the Navigation Bar, select Administration. Select Roles.
  2. Select one or more records. To select more than one record, press Ctrl or Shift, and highlight the records.
  3. In the Task Pane, click Promote.
  4. Click OK.
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