IDM roles

Users must be configured with IDM security roles in order to use Infor Document Output Management services in Financials and Supply Management.

Review this information for IDM security roles to assign the correct role to each user. For more details about IDM security roles, see Infor Document Management Administration - Cloud Edition.

User roles

This table shows recommended security roles to use the functionality of Infor Document Output Management services in Financials and Supply Management:


Role	Description
IDM-User	Upload IDM templates Generate output documents Access documents in Infor Document Output Management application This role inherits IDM-RelatedInformationUser
IDM-RelatedInformationUser	Attach documents in Related Information section of Infor Ming.le® View related documents in Related Information section of Infor Ming.le Does not have access to Infor Document Management application
IDM-SuperUser	This role provides full access to documents in Document Output Management. Users with this role bypass the security model and are granted access to all content. Assign this role with care as this user can access and edit any document in the system with no restrictions. Note that a user repository administrator can add people to this role. This role implicitly includes the `IDM-User`.
IDM-SignatureUser	This role provides users access to send documents to be signed. In addition, they must be added as a user in the linked document signature account.

Administrator roles

This table shows recommended security roles to use administrator functionality of Infor Document Output Management services in Financials and Supply Management:


Role	Description
IDM-Administrator	Access to IDM Control Center for managing document types and configuring printing service