Setting up roles

Optiva has configurable security roles that are set up in the product and then sent to Infor Ming.le through the SecurityRoleMaster BOD. This BOD is defined at the tenant level.

  1. In Optiva, use the Roles form to create roles that can access specific forms.
    A Sync SecurityRoleMaster BOD is generated by Optiva. The information from this BOD is used in Infor Ming.le to automatically create a matching security role.
  2. Associate the roles with users. This can be done in either Infor Ming.le or Optiva:
    1. To associate roles with users in Infor Ming.le, see the OS Platform Administration Guide.
      Infor Ming.le generates a Sync SecurityUserMaster BOD and sends it to all applications that run in the Infor Ming.le portal.
      Optiva uses the information from this BOD to associate the role or group with the Optiva user record. This is the recommended method. Each application in the tenant should subscribe to the Sync SecurityUserMaster BOD.
    2. To associate roles with users in Optiva, use the Users form. In this form, associate each user with the appropriate groups.
      Optiva generates a Process SecurityUserMaster BOD which is sent to Infor Ming.le.
      Infor Ming.le then sends a Sync SecurityUserMaster to all applications that run in the Infor Ming.le portal, to update the user records in all applications.
    Note: If you manually create a security role in Infor Ming.le that does not exist in Optiva, you must manually create a matching role in Optiva. If you delete a role in either product, you must also delete the corresponding role in the other product.