Creating custom EPM Platform application roles

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

  1. Sign in as an Infor Ming.le or Infor OS Portal 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. Specify this information:
    Application Roles
    Click Add and provide a unique name for the role and a description, for example, EPM_FSM_Report_Writer.
    Application Permissions
    Select the new role, click Edit and select the content to assign to the role.
  5. Select Save.