Infor - Role Assignment Request

A Infor- Role Assignment request enables you to:

  • Assign new roles to Infor  users
  • Revoke existing roles assigned Infor users

To create a Infor- Role Assignment Request :

  1. Provide details on the following panels
    • General Information: Use this panel to provide the following general information about the request.
      • Request Name: Provide a unique name to identify the request .
      • Request Priority: From the drop-down list, select a priority for the request .
      • Connection: Select the connection for which the request is to be created. You can set this connection as default from the Preferences page. All users from this connection are available for new role assignment through this request. To select a connection, type in a part of the connection name. All connections matching your search criteria are displayed. Select the required connection. Alternatively, browse and select the required connection and click OK.
        Note: In case of secured connections, users signed into Infor Risk & Compliance can view and use only those connections that they have access to.
      • Select User ID : Select the user whose role assignments are to be modified. To select a user, type in part of the user name. All users from the selected connection and matching your search criteria are displayed. Select the required user Alternatively, browse and select the required user and click OK.
        Note: If another request for the same user is already pending, Infor Risk & Compliance displays a message alerting you about the duplicate assignment. You have the option to continue the request, cancel it or select a different user. If the request is continued, then, during the approval process, the approver will see the message in the Previous Comments section.
        After you select a user, all the roles already assigned to this user are displayed. You can add new roles or remove existing roles. If the connection selected is a mapped connection then the list of roles assigned to the user from the other connections are also displayed.
      • Approval Manager: Select the name of the Infor Risk & Compliance user who will be an approver for the this request if the user's manager is unable to approve the request. For example, if the approval template has Manager of User as the approver at one or more stages but the manager is out of office
        Note: The Approval Manager field will be enabled only if the option 'Allow user to redirect request' is selected on the Access Management section on the Configuration page.
        To select an Approval Manager, type in a part of the user name. All users from the selected connection that match your search criteria are displayed. Alternatively, browse and select the desired user and click OK .
      • Assign Roles as another User: If required, select the user account whose roles should be assigned to this user. To select a user, type in a part of the user name. All users from the selected connection and matching your search criteria are displayed. Select the required user name. Alternatively, browse and select the required user.
    • New Roles to be assigned to the User: This panel enables you to assign new roles to the selected user account, revoke existing roles, or import roles. This panel also displays all the roles currently assigned to the selected user.

      Click the look up option on the Roles field. Select one of these options to assign new roles:

      • Role Name and Description
      • Roles with Authorization
      • Roles with Transaction
      • Roles assigned to User
        Note: You can configure the WhatIfSettings.xml file to enable or disable this functionality. By default, this functionality is enabled.
      • Roles by Functional Areas
      Type in part of the role name. All roles from the selected connection and matching the search criteria are displayed. Select the required role name. Alternatively, browse for the required role . The newly selected role is displayed below and marked with an icon.
    • Roles already assigned to the User: These are the roles already assigned to the selected user. If a mapped connection is selected for this request, this panel also list the roles that are assigned to this user from the other connections.

      To revoke an existing role assigned to this user:

      1. Select the role to be revoked.
      2. Click the Revoke icon. The role will be revoked after the request undergoes the approval process.
        By default, all existing role assignments can be revoked through this request. This means that users can have zero role assignments. You can modify this default setting in the AMSConfig.xml file to ensure that all existing responsibilities are not revoked. For details, see the respective Configuration settings Guide.
        Note: Click Undo to reset the revoked roles.
    • Already assigned roles: This panel displays roles already assigned to the selected user in the selected connection. If the selected connection is a mapped connection, this panel will also list the roles assigned to this user in other connections to which the user belongs.
      Note: Click Undo to reset the revoked roles.
    • More Details
      • Comments: Provide additional information about the request through comments. Comments are mandatory if the Infor Risk & Compliance option check box on the Access Management section of the Configuration page is selected.
      • E-mail settings: This tab enables you to send email notifications to request participants or other users at specific stages of a request.
        1. Select any of the request status check boxes next to a user. Email notifications will be sent to that user when the request reaches that status. The option Approval Email Notification ensures that a user is notified whenever a request is posted to that user's inbox.
        2. Select the check box Display comments in email notifications, if you want the application to display comments in the notification.
        3. Other users can be notified by selecting the option Others. Provide the email address for the other users in the Other emails text box and click the Add icon.
        Note: Email settings are enabled and may be changed only if the check box Override this Option is selected in the Options panel of the Approval Process Template page.
      • Approval Stages : This panel provides details of the approval stages of the request and its present status .
  2. Click Send. The request is sent to the specified approvers and is displayed on the Requests home page. Click the request link to view the request details and take further action.

This Role Assignment request can also be generated from the Infor - Role Assignment Management What-if analysis.

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