Creating a role

Permissions to features and functionality in the Web Client are determined by roles. You can create a number of roles and assign the roles to a 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 be assigned to one or more roles. If a user is assigned to more than one role, the user has access to all secured actions within roles even if each role does not contain the same actions. You cannot assign a role to a department or team.

To create a role:

Click New Role in the Administration menu.
Specify a name for the role in the Name field.
Specify descriptive information about the role in the Description field.
Click Save.
Note:
- You can use the Actions tab to add actions to the role. See Actions Tab
- You can use the Users tab to add or remove users from the role. See Working with the Users Tab
- If you are integrated with Infor OS (Ming.le), you must promote this role to Infor Ming.le.