Adding custom security roles

  1. Sign in to Infor OS Portal.
  2. Click the portal icon and select User Management.
  3. Configure Logical ID Associations by performing these steps:
    1. From the landing page, expand the left menu by clicking the hamburger icon, and select to Configure > Logical ID Associations.
    2. Click the Add icon.
    3. The Infor OS Portal LID is the Logical ID of the application you want to associate the role to. Because we want the HR Talent Analytics Logical ID and the Birst Connection Point LID, specify this information:
      Infor OS Portal LID
      Specify lid://infor.ghr-birst.ghrbirst
      Connection Point LID
      The Infor OS Portal LID is the Logical ID of the application you want. Specify lid://infor.birst.birst:ims
      You can also find Infor OS Portal LID using search. Specify HCM in the search box, select HCM Analytics, and click the Add & Close icon.
      Click Save.
      Alternatively, the Logical ID for any application can be found in the Admin Settings section of Infor OS Portal. This is the same drop down as User Management. From the landing page, double-click the icon of the application of interest. The LID is under the Deployment Information tab.
  4. Add the custom security role by performing these steps:
    1. Select Configure > Master Data Types > Security Roles.
    2. Create a role by clicking the Add icon.
    3. Specify the name and description for the new security role. Applications must now be associated to the role.
    4. Click Save.