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 |