Roles enable access to Optiva forms
Users can be assigned to roles. Roles enable access to Optiva forms and access to the tabs within the forms.
Menus are controlled by the lab when the lab is set up.
- Application Configuration
- About This Guide
- Overview
- Configuration files
- Log files
- File attachments
- Integrating Infor Document Management with Optiva
- Embedded images
- External email notification
- Labs
- Security for users, codes, locked objects
- Passwords control whether a user can log in
- Groups combine users who share information
- Process for defining security
- Defining user groups
- Understanding form security for roles
- Assigning object security to roles
- Creating users
- Defining user and role relationships
- Defining a role for master users
- Specifying user password security
- Authentication methods
- Releasing locked objects
- Deleting objects
- Items in formulas
- Default records
- Rules for creating objects
- Symbols to extend objects
- Change History
- References, Views, Results, Lookups
- Queries and tokens
- Quick Search
- Search <Object> pages in the web client
- Parameters
- Global Calculation
- Localization
- Equations and calculations
- Units of measure
- Context information
- Enumerated lists
- Advanced security options
- Sets
- Classifying objects into groups
- Profiles
- Data filters
- Set templates
- Role-based templates for the web client
- Infor Ming.le
- Extension tables
- Company data
- Layouts for grids and tables
- Menus and labels
- Custom buttons
- Reports
- XML Import of data to Optiva
- XML Export of Optiva data
- Using the Configuration Transporter
- Extending and altering objects
- Phrases
- Message codes
- Shop calendars
- European General Data Protection Regulation (GDPR)
- Optiva codes
- Special characters
- Standardization between sites
- Profile attributes
- Date formats
- Obtaining the IDM ION API user credentials for Optiva
- Configuring the Authorization Server for IDM Authentication
- Glossary