CloudSuite Industrial workspaces

This table shows the workspaces for this cloudsuite:

Workspace Security roles
Buyer Purchasing

Coleman DA-User
Customer Service Representative Order Entry

Service

Coleman DA-User
User No role is required
System Administrator

Infor-SystemAdministrator (To access the Workspace)

Note: Below additional roles are required for fully functioning of the Workspace.

IONDeskAdmin

IONAPI-Administrator

IDM-Administrator

DATAFABRIC-SuperAdmin
Additional read-only required access for widgets in the Buyer workspace:
Widgets IDOs Drill backs
Orders (Blanket Orders) SLCOBLns N/A
Important Links
  • Item360
  • Planning Details
  • Request PO requisition
  • Material Planner workbench generation
  • Material Planner workbench
  • Purchase order variance by item report
Required actions-Requisition needing attention

Purchase orders requisitions

Purchase order requisition lines
RFQ Vendors RFQVendors
Ask Coleman
What's the status of my requisition? Purchase order requisition lines
Which requisitions need my approval?

SLPreqs (NO Access --->Read Access Required)

SLPreqitems (Have Access –->Update Access Required)

 Purchase order requisition lines
How much product inventory do I have?

SLItemwhseAlls----->Read Access Required

SLPoItems ->Have Access

SLTrnitems-> Need Read Access

SLJobs->Need Read Access

 N/A
Additional read-only required access for widgets in the Customer Service Representative workspace:
Widgets IDOs Drill backs
Orders (Blanket Orders) SLCOBLns N/A
RMA RMAs

Ask Coleman

What is the status of a job order?

 SLJobs Job orders
Is an item still within its warranty period?

FSUnits

FSUnitWarrs
Security roles available for Coleman:
  • ColemanDA-User
    • Access Coleman Digital Assistant in Infor OS Portal or Infor Ming.le and as a Infor Chat teammate.
    • View the Coleman Skills page, card view, and see all deployed skills that either have no skill security, or have included the user on the skill whitelist.
    • See skill details and summaries but cannot edit or perform a skill action.
    • View custom requirement types.
  • ColemanDA-Advanced
    • Access Coleman Digital Assistant in Infor OS Portal or Infor Ming.le and as a Infor Chat teammate.
    • View the complete skill list view on the Coleman Skills page and view all skills of any status.
    • Add, import, export, edit, and build skills.
    • Access the Try It Out pane.
    • View, create, edit custom requirement types.
    • View skill security
  • ColemanDA-Admin
    • Coleman Digital Assistant in Infor OS Portal or Infor Ming.le and as a Infor Chat teammate.
    • View the complete skill list view on the Coleman Skills page and view all skills of any status.
    • Add, import, export, edit, build, deploy, disable, enable, and delete skills.
    • View, create, edit, and delete custom requirement types.
    • View, modify, and import skill security info, if is attached to a skill.
    • Customize default help messages in Infor OS Portal or Infor Ming.le.
  • ColemanDA-DataAdmin
    • Download user messages to Coleman Digital Assistant.
    • Delete user messages. You can remove them from the user interface or remove them permanently from the database.