Creating a user

Account Administrators can add new users from User Management in Admin. When creating a new user you must specify both username and email address. If you are also using Infor OS, we recommend also specifying both first name and last name.

We recommend that Cloud account user names be in an email format as follows: (jsmith@.domain.com, jsmith@.domain.org, jsmith@.domain.net, etc.).

Caution: 
Cloud account username cannot contain apostrophes or spaces.
Note: Cloud accounts can have a customized username mask. Contact your Customer Success Manager to set up a username mask for your account.

Passwords should be a minimum of 8 characters including mixed upper and lower cases, numbers, and special characters. Follow these rules for password management:

  • Change any default password on first use.
  • Keep a history of 10 passwords that cannot be reused.
  • Expire the passwords every six months or so.

To create and add a new user in User Management:

  1. From Admin, click User Management.
  2. Click + to add users. You can create a single new user or create multiple users in bulk.
  3. To create a single user:
    1. Click Single.
    2. Optionally, specify both the user's First Name and Last Name.
      Note: If you specify the First Name, you must also specify Last Name.
    3. Specify a Username and then an Email for the user.
  4. To create multiple users in bulk:
    1. Click Bulk.
    2. Specify a list of users using a format of: firstName lastName userName emailAddress. Create users in bulk
  5. Click Create.
    If you created a single user, the User Management page is displayed for that user. If you created multiple users in bulk, the users are added to the Users panel. You can search for the users in the Users panel and select any users you want to manage.
    From the User Management page, you can make the user inactive, unlock a user, reset passwords, or delete users.
    An email is automatically sent to the email address you specified for the new user so that the user can set their own password. The new user must set up their own password.