IFS security roles for Smart Help

Even though Smart Help is provisioned automatically and is available out-of-the-box for all users, some features are associated with IFS security roles. This table shows what IFS roles are needed for some of the Smart Help features.

Table 1. IFS Roles by Smart Help Functionality
Action/feature IFS Role required
Configure Smart Help settings Requires Infor System Administrator
Viewing the widget Automatically available, no role required
Viewing documents or links Requires IDM-User
Adding documents in My Content Requires IDM-User
Adding links in My Links Requires IDM-User
Viewing learning activities Requires one of these roles: Admin_ST, LearningAdministrator_ST, or LearningAdministratorActorOrgUnit_ST
Uploading learning activities Requires IDM-SuperUser
User adoption platform features Requires third-party license for UAP