Linking all actors to an actor context template for Financials and Supply Management

When an actor context template exists, you can link it to all actors. This procedure is intended to be used for initial user setup.

You might also use this procedure if you have added a new template or updated an existing template and want to mass-assign it to existing actors.

This procedure provides the steps for mass-assigning a template. A template must already exist before you perform this procedure.

Note: The system contains logic to ensure that external actors, for example, Vendors, are not auto-assigned templates. The system also does not auto-assign templates to inactive actors, that is, actors who have been disabled but are not yet fully deleted from the system.
  1. Navigate to the Administration Console through the method you use, for example, the Web app, HCM, FSM, Infor Rich Client.
  2. From the menu, access Security > Actor Context Template.
  3. On the Actor Context Template List, move to the toolbar and select the action Create Actor Context from Template. The Actor Context Template dialog box opens.
  4. Populate the appropriate fields on the Actor Context Template dialog box.
    1. For Actor Context Template: Select a template from the list.
    2. Select All Actors.
    3. For How to Process If Actor Context Already Exists: If you are updating existing actors who might already have a value for at least one of the actor contexts, select Replace if you want the existing value to be updated or Skip if you want to retain the existing value. The value you select applies to all records that have existing actor context values.
  5. Click Submit.