Creating a role

Note: You must be a role administrator to create access roles.

See Role administrators.

  1. Select System > Security > Access Control.
  2. In the Role Information tree, right-click the Role Information node and select Create a Role.
  3. Type a name for the role in the Role Name field.
    Roles are typically based on the departments and positions within your organization.
  4. Type a description of the role in the Role Description field.
  5. Click Save.
    Infor Public Sector closes the dialog box and adds the role to the Role Information tree and to the grid on the right. The role contains three subnodes: Filters, Permissions, and Users. You can now specify permissions for the role and add users to the role. If you want to create a role group, you can add one or more child roles.