Document types and their assigned roles

Access to generate the reports in SyteLine and to read, update or delete the generated documents in Document Management is only allowed for users who belong to the appropriate roles (groups).

The table in this section shows the predefined SyteLine document types, the ACL that is used with each document type, and the IFS roles that are assigned to each document type. The IFS roles are synchronized with SyteLine and Document Management through BODs.

If you are not using the standard SyteLine groups/roles, you will need to modify this list in Document Management.

To modify the predefined roles or permissions for a document type, go to the Control Center in Document Management and select Administration > Document Type. Select the document type, for example CS_PurchaseOrder. In the ACL tab, select the ACL name, for example InforPurchaseOrder, and click the Edit icon. Expand the Roles List and modify the roles and permissions in the list.

Note: If you modify the names of predefined document types, attributes or ACLs, your changes could cause errors when importing future Infor updates to those document types.

Roles

Access to read, update or delete the documents in Document Management is only allowed for users who belong to at least one of these roles (groups). You can modify the ACL list in Document Management. (Users must also have the IDM-User and IDM-RelatedInformationUser roles.)


Document type	ACL name	Security roles
CS_PurchaseOrder	InforPurchaseOrder	Accounts Payable, Purchase Reqs, Purchasing, Purchasing Costs
CS_SalesInvoice	InforSalesInvoice	Accounts Receivable, Field Service, Order Entry, Order Entry Invoicing Reprint, Projects, Service
CS_ServiceInvoice	InforSalesInvoice	Accounts Receivable, Field Service, Service
CS_SupplierInvoice	SyteLineVoucher	Accounts Payable

Permissions

These permissions are set in Document Management for the document types and roles: Read, Update, Create, CheckIn, and CheckOut.