Creating custom d/EPM Platform application roles

Use these instructions to add roles that will be used within Financials and Supply Management Analytics for EPM Platform.

  1. Sign in as an Infor Ming.le administrator or as a EPM Platform user with the administrator role if you have created one.
  2. From EPM Platform Application Manager, select Dashboards > Application Roles.
  3. In the Application Roles column, select the application for which are creating custom roles, for example, "Financials & Supply Management."
  4. Click Add on the Application Roles column and, at the dialog box, specify a unique name for the role and add a description, for example, dEPM_FSM_Report_Writer.
  5. With the new role selected, click Edit in the Application Permissions column and select the content that should be assigned to this role.
  6. Select Save when you are finished selecting content for the role.