Adding widget permissions

  1. Go to Infor OS app > Portal > Widgets > Standard Widgets or Published Widgets, depending on the widget type for which you want to edit permissions.
  2. Locate and click the widget.
  3. In the Actions menu, select Permissions > Edit Permissions.
  4. In the Permissions dialog box, select Configure, View, or Disabled in the Everyone row, to change the default access permission level for all users.
  5. Select User, Functional Role or Role, as required.
  6. Click the Search field and start typing the name of the user or role. The results are displayed in a drop-down list. To narrow the search, enter more characters. If no results are shown, confirm that you selected the correct User, Functional Role or Role option.
  7. Select the user or role from the search result to add it to the Permissions list below the Everyone row.
  8. Set the Access Permission Level. The access permission level can be set to either Configure or View. For more information about access levels, see Understanding permissions for widgets.
  9. Repeat these steps to add more user and role permissions.
  10. Click Save.