If JavaScript is disabled, please continue to the
sitemap
.
Financials and Supply Management User and Security Administration Guide
Home
Back
Back
Forward
Forward
Search
Copy URL
PDF
Print this page
Topic URL copied to clipboard
Show the Table of Contents
Hide the Table of Contents
About this guide
Intended audience
Overview of security
OS Portal overview
Accessing FSM in Infor OS Portal
Configuring security roles
Updating delivered roles
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
Configuring FSM for sensitive file decryption
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
Generating lists of role information
Generating a menu listing for a role
Data control security
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
Birst analytics for users, roles, and groups
EPM Platform users and roles
BIMSCM users and roles
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
BIFSM users, roles, and reports
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
IDM security roles
Updating custom-defined Access Control List
Document type filter
Updating document type filter
Open link in new tab
Open link in new window
Copy link to clipboard