Administering Lawson User Roles in Infor Smart Office

For users to have access to Lawson Enterprise Applications, tools and data through Infor Smart Office, they must have access at two levels, the Lawson Applications level and the Infor Smart Office level. This is why there are two types of system administrators, a Lawson administrator and an Infor Smart Office administrator.

This topic describes what each type of administrator can do and how they are configured. If the same person is serving as the Lawson and the Infor Smart Office administrator at your site, that person must be configured as both types of administrator.

Infor Smart Office end-user roles

Before we describe Infor Smart Office administrator access needs, here is a brief overview of a user roles in Infor Smart Office.

You can create special roles for groups of users who have the same access rights. For example, if you have users who only add or update data but do not create jobs and reports, you could create a role for a data entry user (dataentry.xml) that would not allow access to jobs and reports menus. For jobs and reports users, you could create another role (jobsandreports.xml).

Users can have only one Infor Smart Office role. You must include all user needs in the role.

Infor Smart Office administrator

The Infor Smart Office administrator has access to the Administration Tools, available from the Navigator.

See Adding administrator users.

Lawson administrator

The Lawson administrator has access to Role Manager, Personalization manager, and the administrator tools IOS Cache Refresh, View Internals, and Lawson.Net Trace. These menu items are available in Infor Smart Office from Navigator > Infor Lawson > Lawson Administration.

The administrative user "lawson" is delivered as an Lawson administrator. To make other users into Lawson administrators, set the Lawson Security attribute PortalAdministrator set to YES. For more information about how to set this attribute, see the Lawson Security Administration Guide.

Assigning roles to Infor Smart Office users

In Infor Smart Office, a role is a set of attributes that specifies access for users who have been assigned the role.

You can create special roles for groups of users who have the same access rights. For example, if you have users who only add or update data but do not create jobs and reports, you could create a role for a data entry user (dataentry.xml) that would not allow access to jobs and reports menus. For jobs and reports users, you could create another role (jobsandreports.xml). Although a system can have multiple special roles, a user can have only one Infor Smart Office role. You must include all user needs in the Infor Smart Office role file.

Creating custom Infor Smart Office roles is optional. If you choose not to create at least one custom role, access to Infor Smart Office for all users will be governed by the Lawson-delivered default role file (default.xml).

Most customers will choose to create multiple custom roles, including a custom default role that can be assigned to most users.