Creating or modifying Roles

Use this page to create or modify the user-defined roles. You can also view the role templates that can be assigned to the role.

You can also use this page to create a standard or custom role, that enables a user to access Supplier Exchange application from the Infor OS™ Portal. This role is searched for and provided with the required permission by the Portal Administrator, using the Add Role option on the Permissions tab of the Portal.
Note: A logout and re-login is required to reflect the changes.
  1. Select Setup > Master Data > Security > Define Roles. The Roles list page is displayed.
  2. Click New.
    Note:  To modify the role, click Edit.
  3. Specify the name for the role.
  4. Select the role template in the Template Information section and click Apply.
    Note: The Template Information section is displayed only when creating a new role.
  5. Click View to view the template details.
  6. Select the Implemented check box corresponding to the category that must be added to the role.
    Note:  Clear the check box to remove the category for the role.
  7. Click Edit corresponding to the category, to modify the modules that must be assigned to the role.
  8. Click Submit.