IDM roles

Users must be configured with IDM security roles in order to use Infor Document Output Management services in Financials & Supply Management (FSM).

Review this information for IDM security roles to assign the correct role to each user. See Infor Document Management Administration - Cloud Edition.

User roles

This table shows the recommended security roles to use the Infor Document Output Management services in Financials & Supply Management:


Role	Description
IDM-User	Upload the IDM templates Generate output documents Access documents in Infor Document Output Management application This role inherits IDM-RelatedInformationUser
IDM-RelatedInformationUser	Attach documents in the Related Information section in Infor Ming.le or Infor OS Portal View related documents in Related Information section of Infor Ming.le or Infor OS Portal Does not have access to Infor Document Output Management application
IDM-SuperUser	This role provides full access to documents in Infor Document Output Management. Users with this role bypass the security model and are granted access to all content. Assign this role with care as this user can access and edit any document in the system with no restrictions. Note that a user repository administrator can add people to this role. This role implicitly includes the IDM-User.
IDM-SignatureUser	This role provides users access to send documents to be signed. In addition, they must be added as a user in the linked document signature account.

This table shows recommended security roles to use administrator functionality of Infor Document Output Management services in FSM:


Role	Description
IDM-Administrator	Access to IDM Control Center for managing document types and configuring printing service