Setting up roles

Optiva has configurable security roles that are set up in the product and then sent to Infor OS 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 OS to automatically create a matching security role.
  2. Associate the roles with users. This can be done in either Infor OS or Optiva:
    1. To associate roles with users in Infor OS , see the OS Platform Administration Guide.
      Infor OS generates a Sync SecurityUserMaster BOD and sends it to all applications that run in the Infor OS 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 OS .
      Infor OS then sends a Sync SecurityUserMaster to all applications that run in the Infor OS portal, to update the user records in all applications.
    Note: If you manually create a security role in Infor OS 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.