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Financials and Supply Management User and Security Administration Guide
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About this guide
Intended audience
Overview
Security components
Terminology used in this guide
Advanced security concepts not included
OS Portal overview
Accessing FSM in Infor OS Portal
Configuring security roles
Delivered roles
Delivered role naming conventions
Updating delivered roles
Viewing roles and security classes
Copying a delivered role
Assigning a security class to a role
Removing a security class from a role
Updating users' preferred roles and starting pages
Next steps with roles and security classes
Managing users
Creating users and assigning roles
Manually creating new users and assigning roles
Importing multiple users and roles
Managing roles
Managing roles in the application
Assigning a role to an actor
Removing a role from an actor
Linking actors to context properties
Actor context templates for Financials and Supply Management
Creating an actor context template for FSM
Linking a single actor to an actor context template for FSM
Linking all actors to an actor context template for FSM
Manually creating actor context records
Mass-loading actor context records using Infor Spreadsheet Designer
Querying context property records
Uploading actor context records
Employee records for FSM actors
Creating Infor HR Talent Employees for Infor CloudSuite Financials & Supply Management
Verifying and completing the new hire request
Manually adding actor context records and linking agents
Generating an actor-agent link in FSM
Adding users for optional products
Information about business class and role access
Generating a list of role information
Generating a menu listing for a role
Data control security: company, groups, and dimensions
Security groups
Creating accounting entity security groups
Creating accounting unit security groups
Creating finance dimension security groups
Creating project security groups
Creating chart account security groups
Creating company security groups
Creating cash code security groups
Creating vendor class security groups
Copying security group members
Adding users to security and business groups
Viewing actor context records: security groups
Copying actor context records
Delivered security rules
Creating conditional rules
Ongoing maintenance tasks
Rebuilding security groups
Analytics for Infor Birst users, roles, and groups
BIFSM users, roles, and reports
Users and roles in EPM Platform
Infor EPM Platform user provisioning prerequisites
Creating a EPM Platform administrator role
Registering users and user groups
Viewing user and user groups assignments for Infor EPM Platform
Creating custom EPM Platform application roles
Assigning EPM Platform application roles to users
Enabling drillbacks in EPM Platform reports
Troubleshooting report drillbacks
General access error messages
Other error messages
BIMSCM users and roles
EPM Platform MSCM user provisioning prerequisites
Creating EPM Platform administrator roles
Viewing user and user groups assignments for EPM Platform MSCM
Creating custom EPM Platform MSCM application roles
Assigning EPM Platform MSCM application roles to users
IDM security
IDM roles
Access Control List
Updating custom-defined Access Control List
Document type filter
Updating document type filter
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