Getting started

Before you can access GenAI, you must be configured as a user and assigned a security role.

We recommend that you take some time to learn how to navigate the application.

GenAI features enablement

To enable the features in CSSP:

  1. Open the Features screen within the Self-Service Portal.
  2. Select Feature Type > GenAI.
  3. Select the tenant form the Tenant menu.
  4. Click the Enable button for any GenAI features to be enabled for the selected tenant.

Security roles

If you have a GenAI user role, you can access the GenAI from Infor OS Portal by selecting OS > GenAI. Based on your user role, these options are displayed:

  • Prompt Playground

These IFS security roles are available:

  • End User IFS Roles: Enable to access the end-user facing chat experience
  • Admin IFS Roles: These roles are available:
    • GENAI-PromptEngineer: Enable to access Prompt Playground
    • GENAI-Admin: Provides these capabilities:
      • Enable to access full GenAI features

Navigating to GenAI

If you have any of the Admin Roles, then you can access GenAI from Infor OS Portal by selecting Infor OS > GenAI.