Configuring IDO Security and Role Permissions in SyteLine
SyteLine enforces security at multiple levels: form access, IDO operations, and property-level permissions. IDO security is the most granular layer, controlling which user groups can read, insert, update, or delete data through each IDO. Properly configured IDO security prevents unauthorized data access, enforces segregation of duties, and satisfies audit requirements for SOX, ISO, and industry-specific compliance.
IDO Security Architecture in SyteLine
SyteLine's security model operates through user groups defined in the Groups form. Each group can be granted or denied specific operations on each IDO: LoadCollection (read), InsertCommand (create), UpdateCommand (modify), and DeleteCommand (remove). Security is additive by default; a user with multiple group memberships receives the union of all granted permissions. The IDO Runtime evaluates security before executing any request, returning an authorization error if the user's groups lack the required permission for the requested operation.
- Define security groups in the Groups form under System > Security > Groups
- Assign IDO permissions in the IDO Security form: select IDO name, group, and allowed operations
- Grant granular operation permissions: Read, Insert, Update, Delete independently per IDO per group
- Property-level security restricts specific columns: mark properties ReadOnly for groups that should not edit them
- The DVALL group provides default permissions; always restrict this group in production environments
Implementing Role-Based Access Control
Effective SyteLine security maps business roles to security groups with the principle of least privilege. Create groups that mirror organizational roles: OrderEntry, ShopFloorOperator, PurchasingAgent, FinanceReviewer, and SystemAdmin. Assign each group only the IDO permissions necessary for that role's responsibilities. For custom IDOs, define security from the start rather than opening all access and restricting later. Use the Security Audit Report to verify that no group has broader access than intended, especially for sensitive IDOs like SLEmployees, SLChartAccts, and SLAPPayments.
- Create role-based groups: OrderEntry gets Read/Insert/Update on SLCoItems but no Delete
- ShopFloorOperator gets Read/Update on SLJobs and SLJobRoutes but no access to SLChartAccts
- FinanceReviewer gets Read-only on all financial IDOs, no Insert/Update/Delete permissions
- SystemAdmin group should be restricted to IT staff only, with full permissions audited quarterly
- Run the Security Audit Report monthly to detect permission drift and unauthorized group changes
Security for Custom IDOs and Integrations
Custom IDOs require explicit security configuration before they become accessible through forms or integrations. By default, a new IDO has no permissions granted, which means no user can interact with it until you define security entries. For integration service accounts, create a dedicated security group with only the specific IDO permissions the integration needs. Never grant the integration account access to all IDOs or use the admin account for automated processes. Audit integration account activity through the SyteLine Event Log and SQL Server audit trails.
- Create a dedicated IntegrationServices group for each external integration endpoint
- Grant the integration group only Read/Insert/Update on the specific IDOs it accesses
- Use separate service accounts per integration to isolate audit trails and permission scopes
- Monitor failed authorization attempts in the IDO Runtime log for potential security issues
- Review and rotate integration account credentials on a scheduled basis (quarterly minimum)
Netray AI agents can audit your SyteLine IDO security configuration, identify permission gaps, and generate role-based security templates aligned with compliance standards. Schedule a security review.
Related Resources
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