Administration

These items are part of more administration type of abilities:

Roles

An important part within the application is working with roles. From the Infor OS platform, we work with two PLM standard roles. We use those standard roles for initiating the user in the PLM space. In PLM, we can add more non-standard roles to a user. A role controls the permissions (CRUD) and they can be connected to different views (forms) in the application.

Views (forms)

The application comes with standard layouts, called views, for list or detailed screens.

You can define specific views for roles, using standard list and detail views as base. The fields on a details view are made hidden or read-only. New fields that are added because of new functionality are added to existing custom views.

Some features of views:

  • New standard fields on a standard view can be published to custom define views

  • Add extended fields

  • Re-arranging fields on list views and detailed views

  • Make fields read-only

  • A main SortBy and and sorting direction

  • Associate views to a role

Users

Users are always generated through the Infor OS platform and come with default roles.

You can associate custom, specific roles to users on top of the generated role through the Infor OS provisioning process. Users are internal users.

External users are created via Infor OS External Entity Management and are clearly separated from internal users.

User groups

Defining user groups within the application, for easy access to hierarchy, notifications, and reports.

User groups for internal users are distinct from user groups for partner users.

(Database) Version

Your organization will work in a database version. A database version can be copied, activated, imported to and exported from another tenant. Customer do use in a testing tenant multiple database versions. Some settings are global and some are per database version. In Production tenant, you would work with one database version.

Feature (toggles)

In case an existing feature changes due to technical or functional improvements, a feature toggle can be set. The feature toggles have a transition period so that there is enough time to adopt the new way of working. In certain cases a feature toggle is impacting immediately, this could be for instance if something for security reasons has to be installed right away. The feature toggles have security levels giving you good insight to the type of change. All new features not part of changes are normally taken care of by the set up or configuration.