Creating LDAP roles

Lightweight Directory Access Protocols (LDAP) can store hierarchical data definitions across platforms. LDAP is most often used to store user credentials across many applications. Create LDAP roles for automatic user creation.

Note: If LDAP authentication is enabled, Call Center module log ins are authenticated by Infor EAM and LDAP settings are ignored.

To create LDAP roles:

  1. Open the Roles form.
  2. Click New Record.
  3. Role—Enter a unique code identifying the role, and then enter a description of the role in the adjacent field.
  4. User Group—Enter the user group to which users of the role are assigned.
    Note: If you enter a Requestor user group in User Group, the system automatically selects Infor EAM Requestor and automatically unselects Infor EAM.
  5. Default Org.—Enter the default organization of the role.
  6. Language—Select a default language for the role.
  7. Success Msg. Timeout—Select the amount of time in which success messages will timeout.
  8. Infor EAM Mobile Administrator—Select if users of the role are administrators of Infor EAM Mobile.
  9. Locale—Select the default locale for the role.
  10. Department—Enter a default department for the role.
  11. First Screen—Enter the code identifying the screen to which the system defaults when users of the role log in.
  12. Buyer—Select if the user of the role can buy materials or services.
  13. Screener—Select if the users of the role can screen work requests.
  14. Infor EAM—Select if the user of the role is an Infor EAM user.
  15. Infor EAM Requestor—Select if the user of the role is a Requestor user.
    Note: Enter the Requestor user group for User Group to associate the Requestor user with the Requestor user group.

    The Requestor user may only submit work requests and/or purchase requests.

    You cannot select Infor EAM and Infor EAM Requestor for the same user; however, you must select either Infor EAM or Infor EAM Requestor.

  16. Infor EAM Connector—Select if the user of the role is a Connector user.
  17. Infor EAM Barcoding—Select if the user of the role is an Infor EAM Barcoding user.
  18. Infor EAM Mobile—Select if the user of the role is an Infor EAM Mobile user.
  19. Infor EAM Analytics—Select if the user of the role is an Infor EAM Analytics user.
  20. Consumer—Select if the users of the role are Advanced Reporting consumers.
  21. Author—Select if the users of the role are Advanced Reporting authors.
  22. Requisition—Enter the maximum amount users of the role can enter on a requisition or requisition line.
  23. Requisition Approval—Enter the maximum amount users of the role can approve for a requisition or requisition line.
  24. Invoice Approval—Enter the maximum amount users of the role can approve on invoices and invoice lines.
  25. Non-PO Inv. Approval—Enter the maximum amount users of the role can approve on non-purchase order invoices.
  26. Purchase Order—Enter the maximum amount users of the role can enter on a purchase order or purchase order line.
  27. PO Approval—Enter the maximum amount users of the role can approve for a purchase order or purchase order line.
  28. Pick Ticket Approval—Enter the maximum amount users of the role can approve for pick tickets.
  29. Click Save Record.