Security roles

The Financials & Supply Management Analytics for EPM Platform content package includes predefined security roles. Roles confer users or user groups with permissions to view or edit data, reports, or dashboards. EPM Platform roles are managed in Infor Enterprise Performance Management Platform, separately from Financials & Supply Management security roles. Customers can create their own roles with customized permissions. See the Financials & Supply Management User and Security Administration Guide for instructions.

To automatically add user groups and assign its respective basic group, application role, and OLAP data role, go to BI FSM > FSM Reports > Cloudsuite Financials > Financial Reports > Financial Admin Configure report. Click Register in Financials & Supply Management User Groups.