Using Infor OS security roles to grant users access to the EPM applications

  1. In EPM Administration, create application roles as you require.
  2. Create matching security roles.
    Note: For standard applications, such as the business applications, standard roles are typically available.

    For details about standard Infor OS security roles and application roles, refer to the relevant application documentation

  3. In Infor OS Portal, use the Admin settings to ensure that the security roles have access to the Infor OS Portal application.
  4. In EPM Administration, register security roles.
  5. Assign security roles to the matching application roles.
  6. In Infor OS Portal, add users to security roles.