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 CRUD permissions and you can connect them to different views in the application.
Views
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 introduced through new functionality are included in existing custom views.
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Publish new standard fields on a standard view to custom define views
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Add extended fields
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Rearrange fields on list views and detailed views
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Make fields read-only
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Use a main SortBy and sorting direction
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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 through Infor OS External Entity Management and are clearly separated from internal users.
User groups
User groups are defined 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 works in a database version. You can copy, activate, import, and export a database version to and from another tenant. Customers use multiple database versions in a testing tenant. Some settings are global and some are per database version. In Production tenant, you would work with one database version.