Creating custom EPM Platform application roles

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

  1. Sign in as an Infor LTR 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.