Storeroom access

Storeroom user records are automatically provisioned, based on the Storeroom roles that are assigned to user records in Infor OS. When an Infor OS user record with Storeroom roles is saved, a Sync.SecurityUserMaster BOD is generated to create the user record in Storeroom. The roles that were assigned in Infor OS are displayed on the user record in Storeroom.

To enable a user to access Storeroom through Infor OS, you must complete these tasks:

  1. Assign Storeroom roles and accounting entities to users in Infor OS.

    See Storeroom roles.

  2. Assign customers to users in Storeroom.

If you add or remove a Storeroom role from a user record in Infor OS, the Storeroom user record is updated when you save the Infor OS user record. If you remove all Storeroom roles from an Infor OS user record, the Storeroom user record is deleted.

You can personalize fields, field labels, and layout of a screen using the Personalize option in the application. You must use the Personalization Access Level field on the User Setup screen to enable personalization and define the level of personalization for a user. The personalization is applied at these levels:
  • User - A specific user in the environment.
  • Customer - All the users logged into the customer environment.
  • Company - All the users logged into the company.
  • System - All the users logged into the system or tenant.
Note: 
  • You can select one or more levels for a user.
  • If personalization is applied at multiple levels, users can view the personalization changes according to this hierarchy: User, Customer, Company, and System.