Setting user license and authorizations

Licenses

In an on-premises environment, special licensing is required:

• To use any of the features, a SyteLIne user must be assigned a SyteLineAutomation license, or a Infor SyteLine users must be assigned an Automation license.
• To view the Sales Contacts (Office) form, which is available in the Outlook Contacts tab as well as in SyteLine, SyteLine users must be assigned a SyteLineOfficeIntegration license. Infor SyteLine users must be assigned an OfficeIntegration license.This module allows you to display custom SyteLine forms inside Microsoft Office modules.
• To open other SyteLine forms through the Explorer in Outlook, a SyteLine user name must be assigned a standard SyteLineAutomation license. An Infor SyteLine user must be assigned the Automation license. When the user opens an SyteLine form through the Outlook Explorer, one instance of that license is consumed.

For more information about any of these license types, see the Infor SyteLine Licensing Administration Guide.

In a cloud environment, SyteLine users do not require a special license.

Authorizations

On the Object Authorizations for User form in SyteLine, these privileges must be granted for this user, for object type MIDDLEWARE:

Object Name	Edit Privilege	Execute Privilege	Read Privilege	Update Privilege
DocumentTypes	Revoked	Granted	Granted	Revoked
MonitoredResources	Revoked	Granted	Granted
SearchPreferenceLists	Revoked	Granted	Granted
SLCoitems	Revoked	Granted	Granted
SLContacts	Granted	Granted	Granted	Granted
SLContactSlspersons	Granted	Granted	Granted	Granted
SLCos	Revoked	Granted	Granted
SLCustomers	Revoked	Granted	Granted
SLCustomerContacts	Granted	Granted	Granted	Granted
SLDocumentObjectAndRefExtViews	Granted	Granted	Granted	Granted
SLForms	Revoked	Granted	Granted
SLInteractions	Granted	Granted	Granted	Granted
SLInteractionDetails	Granted	Granted	Granted	Granted
SLInteractionTopics	Revoked	Granted	Granted
SLOpportunities	Revoked	Granted	Granted
SLProspectContacts	Granted	Granted	Granted	Granted
SLSlsmans	Revoked	Granted	Granted
SLUserLocals	Revoked	Granted	Granted
UserNames	Revoked	Granted	Granted
UserTasks	Granted	Granted	Granted	Granted
UserCalendars	Granted	Granted	Granted	Granted
SLVendors	Revoked	Granted	Granted	Revoked
SLPos	Revoked	Granted	Granted	Revoked
SLPoitems	Revoked	Granted	Granted	Revoked
SLProspects	Revoked	Granted	Granted	Revoked

The highlighted sections above indicate IDOs where update privileges must be granted. All other IDOs require read privilege for this user. Note that the MIDDLEWARE authorizations do not affect the user’s ability to edit or view information through SyteLine forms.