What you will learn
Section titled “What you will learn”Separate identity, feature access, and record-context questions.
Prerequisites: IFS Cloud essentials. No IFS login is needed for this written exercise. Estimated reading time excludes practice.
The concept
Section titled “The concept”Authentication establishes identity; authorization determines permitted actions. An investigation should first distinguish an inability to sign in from an inability to open a page, see a record, or execute a command. IFS access-control documentation is the starting point for the release-specific mechanisms.
A worked scenario
Section titled “A worked scenario”A user can open a page but cannot find the record shown in a colleague’s screenshot. That does not by itself prove a missing page permission. They may be using different filters, environments, or business contexts.
Work through it
Section titled “Work through it”- Record the exact action, time, environment, and error text.
- Confirm that both people use the same record, filters, and relevant business context.
- Ask an authorized administrator to inspect effective permissions without sharing passwords.
- Retest the smallest approved correction and record the evidence.
Try it yourself
Section titled “Try it yourself”Rewrite this ticket: ‘IFS permissions broken. Please give me admin.’
See a suggested answer
‘In training environment DEMO, at 09:15 UTC, the coordinator can open the handover page but cannot find DEMO-HO-014 with the recorded filters. The supervisor can find it using the same context. Please investigate record visibility and effective access.’ Include sanitized screenshots only when they help.
Check your understanding
Section titled “Check your understanding”Assuming every empty list is an authorization failure. Check search criteria and data context before changing grants.
Expected result: a written answer that explains your decision and identifies what still needs confirmation in the actual environment.
Cleanup: none; this exercise changes no IFS data.
Sources and review status
Section titled “Sources and review status”IFS Cloud 26R1 documentation. Source consulted 2026-09-23. The scenario and exercise are original fictional examples. This concept draft has not been reviewed by an IFS specialist or executed in an IFS environment.
Apply this lesson in the handover-reference project.