Infor Financials and Supply Management Analytics on Infor Birst Security Guide

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About this guide
Birst security
OS Portal overview
Accessing FSM Analytics in Infor OS Portal
Infor Federated Services
User management
Dashboard level security
Subject Area security
Data level security
Security Exemption Groups
User management
Signing in to User Management in Infor OS Portal
Creating a user
Managing an existing user
CSF Birst Analytics and Infor Birst from Infor OS Portal
Dashboard level security
Standard roles
Power user role
Report writer role
Space groups in Infor Birst
Report Catalog
Accessing the Report Catalog
Managing the Report Catalog
Subject Area security
Subject Areas
Delivered Subject Areas
Default Subject Area access
Creating a Subject Area
Managing Subject Areas
Data level security
Accounting Entity level security setup
Setting up in the FSM application
Setting up in Infor Birst
Finance Dimension level security setup
Enabling Security Filters in the ConformedDimension-GL space
Enabling Security Filters in the Model-GL-Measures space
Enabling Security Filters in the Model-SCM space
Setting the Identity User Variable
Security Exemption Groups
Custom security roles
Adding custom security roles
Managing Space Groups in Infor Birst
Syncing security roles to non-Consumer spaces
Setting up the security role in OS Portal
Setting up the account group in Birst
Adding the security role to a user
Admin settings in Infor OS Portal
Managing admin settings in Infor OS Portal
Troubleshooting
No access to dashboards
No data returned
User can explore a report in Visualizer but unable to save
Security roles assigned in Infor OS Portal are not reflected in Infor Birst
User sees the CSF Analytics icon in the Infor OS Portal app switcher, but gets a page with an error message after clicking the icon
User sees an empty screen with a frowning document icon when trying to access Infor Birst or CSF Analytics
Re-provisioning impact
Custom security roles
User management
Data level security
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