Setting application roles and permissions

  1. Select EPM Administration > Dashboards > User and Permission Management > Users, Groups and Roles.
  2. In the Users panel, click Add and select Create Basic User.
  3. In the Create Basic User dialog box, specify the user name and password.
  4. Click OK.
  5. On the Application Roles tab, select Financial Reporting Application and assign the user to the Financial Reporting application roles.
  6. Click Save.
  7. Click the OLAP Data Roles tab.
  8. Click Add.
  9. Specify the name and, optionally, the description to create an individual custom OLAP data role that has access to specific entities.
  10. Click Create Role.
  11. Select the user in the Users panel and assign the individual role to the user for Infor EPM Financial Reporting business application in the OLAP Data Roles tab.
  12. Click Save.

    The custom role is already assigned.