Executive

The Executive homepage or workspace shows relevant Distribution SX.e information to executives and other users that require high-level company information such as warehouse analysis, profit and loss, sales, and balance sheet information.

The Executive homepage or workspace includes these widgets that do not contain role-specific settings or configuration:

  • Alert List: Shows a list of all open alerts for the current user.
  • Task List: Shows a list of all open tasks for the current user.

To view the CSD Executive homepage or workspace, you must be assigned the SX-Executive and SX-BIRST-Executive user roles in Infor OS Portal User Settings.