Managing an existing user

  1. In the User Management landing page, click the User Details icon on the line corresponding to the user. Alternatively, you can use the search box.
  2. Click the Security Roles tab.
    The security roles currently assigned to the user are displayed.
  3. To add new security roles:
    1. Click the Add icon at the top left of the list.
      The security roles that are not already assigned to the user are displayed.

      You can narrow down the list to security roles applicable to Infor Birst Analytics users by specifying CSFBIRST in the search box.

    2. Select the roles to be added by checking the corresponding check boxes.
    3. Click the ADD & CLOSE button.
    4. Click Save.
  4. To remove a security role:
    1. Select the role.
    2. Click the Delete button.
    3. Click Yes in the confirmation box to save the changes.