Application roles
The predefined, application roles are functionality-driven. Global
permissions and OLAP permissions are defined. Use the #TABACC
cube to control cube access. Use the #BPDNAV
cube to manage permissions for navigation items.
If a user is assigned to multiple roles, access to already enabled navigation items within those roles can be denied only through use of custom roles.
AdministratorRole
, DesignerRole
, MasterRole
, ViewRole
can be used.
You can use these roles in your custom applications but do not assign them to Infor d/EPM business applications. New data roles can be added.
Users and Groups can be assigned to one or more application roles through d/EPM Administration.
These application roles are specific to the Infor d/EPM business applications application:
- Business Modeling Administrator
- CashFlow Planner
- Everyone
- Finance DP Requester
- Finance Modeler
- Finance Planner
- Finance Read-Only
- Global Configuration Modeler
- Subplan Modeler
- Workflow Modeler
- Custom roles
Business Modeling Administrator
Users of this application role get access to set up, maintain, and configure the business model. These options are accessible:
- All functionality in Business Modeling
- Maintaining of Business objects such as integration, upload, and manual edits including settings
- Importing and exporting values
- Publishing to OLAP
CashFlow Planner
Users of this application role get access to planning capabilities of the cash flow. These options are accessible:
- Configuration of cash flow accounts
- Initiating cash flow transfer
- Manual data entry for cash flow
- View access to cash flow reports
Everyone
Finance DP Requester
Users of this application role get access to request decision packages for finance.
Finance Modeler
Users of this application role get access to configuration capabilities of the finance modules. These options are accessible:
- Application configuration such as maintaining system accounts, translations
- Business configuration and maintenance of finance-specific features, such as currency exchange, phasing methods, workflow, workbook wizard
- Access to finance modules such as Balance Sheet, Profit and Loss, or Forecast
- Configuration of asset categories for capital planning
- Creating requests for finance decision packages
- Access to Business Modeling
Finance Planner
Users of this application role get access to finance planning capabilities. These options are accessible:
- Data entries for budget and forecast that are based on assigned tasks including functions such as splashing, phasing, or copying values
- Access to finance analysis reports, such as Profit and Loss, Balance Sheet, or Forecast
Finance Read-Only
Users of this application role get read-only access to finance modules. These options are accessible:
- Read-only access to reports in finance, such as Profit and Loss, Balance Sheet, and Forecast
- Read-only access to cash flow reports.
- Creating requests for finance decision packages
Global Configuration Modeler
Users of this application role get global access to all configuration capabilities of the application modules. These options are accessible:
- Application configuration including activation, data and structure uploads through UI, translations, global sign definition
- Business configuration including general, configuration set-specific, and subplan configuration
- Creation and maintenance of Decision Packages, including creation of Decision Package workbooks through workbook wizard
- Access to Business Modeling
Subplan Modeler
Users of this application role have permissions for subplan configuration. These options are accessible:
- Access to Business Modeling
- Access to the Account Activation for Sub Plan page through
Workflow Modeler
Users of this application role have permissions for workflow configuration. These options are accessible:
- Access to workflow configuration pages
- Configuring workflows and assigning tasks to users and groups
- Access to the Workflow Overview report
Custom roles
By default, users with custom roles do not have permissions for standard navigation items
but navigation permissions can be enabled individually in the #BPDNAV
cube.
These custom roles are available:
- Custom Read
Users of this application role have read permissions in OLAP.
- Custom Write
Users of this application role have write permissions in OLAP.