Update security roles for Configurable Features

Once Configurable Features are enabled on Configuration Parameters, the Configurable Features tab is enabled for each security role.

Before you start, it may be helpful to plan which roles should have which features enabled. You can generate a report or spreadsheet of all roles and their features using the Configurable Features By Role list. To access this list, open any role and select the Configurable Features tab. Click the View Configurable Features For All Roles link.

  1. Access security roles. In the Web UI, go to Security Administration > Configure > Security.
  2. Select Roles.
  3. Open a role record and select the Configurable Features tab.
  4. You can edit the Configurable Features for the current role on the Configurable Features tab. Select a feature to enable it or clear a feature to disable it for the role.
    or

    You can use the Configurable Features By Role list to enable or disable features for all roles in one view. Select Yes to enable a feature or No to disable it for the role.

  5. Enable or disable configuration and personalization features.
    Security Configuration Enabled
    If enabled, the role can access the Configure Security console. This is the user interface only, so it doesn’t provide any access to the business classes, in other words, the actors still require the appropriate security roles and business classes. This does replace the SecurityConfigAccess_ST security class.
    Configuration Enabled
    If enabled, the role can access Configuration Console for application configurations. This replaces the GlobalUIConfigAccess_ST security class.
    Personalization Enabled
    If enabled, the role can access My Personalizations and the Personalize option and links in the Web UI. This replaces the PersonalizationAccess_ST security class.
    Limited List Personalization Enabled
    If enabled, the role can access the Personalize option on lists in the web user interface. This replaces the LimitedListPersonalization_ST security class.
    Limited Form Personalization Enabled
    If enabled, the role can access the Personalize option on forms in the web user interface. This replaces the LimitedFormPersonalization_ST security class.
    Landing Page Personalization Enabled
    If enabled, the role can create new landing pages using My Pages > Create New Page.
    Change Preferred Application Start Page Enabled
    If enabled, the role can see the Preferred Application field and set their own preferred default start page on User Settings. If disabled, the Preferred Application field is not visible to the user.
  6. Enable or disable data features.
    Export To CSV Enabled
    If enabled, the role can select the Export to CSV option on lists.
    Export To PDF Enabled
    If enabled, the role can select the Export to PDF option on lists.
    Data Menu Enabled
    If enabled, the role can view the Landmark Data menu. Replaces the DataMenuAccess_ST security class.
    User Context Menu Enabled
    If enabled, the User Context option is enabled in the web UI. This feature allows users to switch enterprise group or organization. Most users do not need this functionality as they only work with one enterprise group or organization. However, this may be useful for administrators or power user roles. You must assign an actor to multiple enterprise groups or organizations in order for actor to switch between them.
    As Of Date Enabled
    If enabled, the role can set or clear "As Of Date."
    Show Deleted and Future Records
    If enabled, deleted and future records can be viewed.
    Hide Search Field Options
    If enabled, the search field options (such as Equals, Contains, and Starts With) are hidden.
  7. Enable or disable reporting features.
    Create Report Enabled
    If enabled, the role can select the Create Report option on lists or in the user account menu.
    Sharing Reports And Folders Enabled
    If enabled, you can make reports or folders public or share them with an actor group. (Works with Create Report, Create Folder).
    Saved Searches Enabled
    If enabled, the feature to save searches is available.
  8. Enable or disable actions features.
    Show User Actions On Inbasket List Enabled
    If enabled, the role will see appropriate actions as actions on the toolbar of the Work Items list on Inbasket. If disabled, these actions do not display on the toolbar, so the role must open each work item in order to take action.
    Show All Schedule Actions Enabled
    If enabled, the role will see the Schedule button for certain jobs and reports. This allows the user to create a scheduled action. Manage scheduled actions on My Actions.
  9. Enable or disable Spreadsheet Designer features.
    Spreadsheet Designer Enabled
    If enabled, the role can access records using the Infor Spreadsheet Designer.
    Spreadsheet Designer Update Enabled
    If enabled, the role can update records using the Infor Spreadsheet Designer. If disabled, the role can query records only.
  10. Save your changes.

    You and your users will have to log out and restart the user interface in order to see changes in configurable features.