Salesrep security

When applied, this security ensures that salesreps see only the data for sales and customers relevant to them. This is built into the SecurityBySlsrep model using a script that links the Salesrep ID in Sales Salesrep Setup in Distribution SX.e and the associated User ID and IFS User ID from SA Operator Setup. This association is used to correlate the login user from Infor OS Portal or Infor Ming.le to a salesrep, if applicable.

The SecurityBySlsrep model pushes the user data to the User_Security dimension. The InforSlsrepSecurity variable pulls the salesrep for the signed-in user from the User_Security dimension to determine the measures and attributes that the user has access to.