Managing channel access by IFS Role

Infor System Administrators can set access to specific content channels in Smart Help at the IFS Role level. This allows companies to set up access rules for IFS roles by channel.

Administrators can assign up to five IFS Roles access to a specific Smart Help channel so that only users with one of those five roles can access that channel. The IFS Roles that are allowed access display in the Allow column.

Additionally, an Administrator can also restrict access to up to five IFS Roles for a specific Smart Help channel so that users with one of those roles cannot access the channel. The IFS Roles that are denied access display in the Deny column.
Note: OS Portal prioritizes IFS Roles that are denied access. If a user has a role that is allowed access and a role that is denied access, OS Portal denies that user access.
  1. Sign in to Infor OS Portal™ as a user with Infor System Administrator access.
  2. Navigate to OS Portal, then click Portal.
  3. Select Settings > Smart Panel Settings.
  4. Scroll to the Smart Help section.
  5. Select the channel you want to manage access for, then click the Edit icon in the Edit column. The Edit Configuration window is displayed.
  6. Select the Permissions tab.
  7. To allow access to this channel by IFS Role:
    1. Use the Search role field in the Allow section to search and specify IFS Roles to allow access. Suggested results display based on the characters you specify.
    2. Click the role(s) from the suggested results you want to allow access.
    3. The role is added to the Allow section. You can add up to five IFS Roles.
    4. Optionally, click the x icon for the IFS Role in the Allow section to remove the IFS Role's access.
  8. To deny access to the channel by IFS Role:
    1. Use the Search role field in the Deny section to search and specify IFS Roles to deny access. Suggested results display based on the characters you specify.
    2. Click the role(s) from the suggested results you want to deny access.
    3. The role is added to the Deny section. You can add up to five IFS Roles.
    4. Optionally, click the x icon for the IFS Role in the Deny section to remove the IFS Role's setting.
  9. Click Apply.