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.

Action/feature IFS Role required
Configure Smart Help settings Infor System Administrator
Viewing the widget Automatically available, no role required
Viewing documents or links IDM-User
Adding, deleting, and editing documents in My Content IDM-User
Adding, deleting, and editing links in My Links IDM-User
Downloading audit lists in My Content or My Links IDM-SuperUser
Viewing learning activities in Smart Help IDM-User
Uploading learning activities in Smart Help IDM-SuperUser
Allocating learning activities for Smart Help in HR Talent Admin_ST, LearningAdministrator_ST or LearningAdministratorActorOrgUnit_ST
User adoption platform features Requires third-party license for UAP