Security roles

The Financials and Supply Management Analytics for EPM Platform content package includes predefined security roles. Roles confer users or user groups with permissions to view or specify data, reports, or dashboards. EPM Platform roles are managed in Infor Enterprise Performance Management Platform, separately from Financials and Supply Management security roles. Customers can create their own roles with customized permissions.

See the Financials and Supply Management User and Administration Library (Cloud and On-premises).

To automatically add user groups and assign its respective basic group, application role, and OLAP data role, go to Financial Reporting > Dashboards > GL Financial Reporting > Financial Admin Configure. Click Register in Financials & Supply Management User Groups.