Adding a User

Before you add one or more users, review A New Employee Needs Access to Infor CRM and complete the first four check boxes. You cannot add Infor CRM administrators (the user with the user name admin).

Note: The system administrator and users with the appropriate role can access these features.

To add a user:

  1. From the Administration menu, select Add Users.
  2. In the Add field, select the type of user you want to add.
  3. Click Refresh Licenses to update the available license count.
  4. In the Quantity field, select the number of users you want to add. The number of users available for that license type displays next to the Quantity field.
  5. If you want to manually modify each tab in the user's profile to configure the settings, proceed to Step 8
  6. To create the user from a template or using the profile of an existing user, select the Create Profile From check box. Then, select one of the following:
    • Template adds a user based on an existing template user. In the Templates field, select the name of the template user.
    • Existing User adds a new user based on an existing user’s profile. In the User field, select the name of the existing user.
      Note: If the template or user is not assigned to the Standard User role, any new users created from the profile will not have access to some Web Client features.
  7. Select the tabs to copy from the template or user profile:
    • General: General and department settings are copied. The Username, Name, Title, and Email fields do not apply when copying the information.
    • Employee: The Fax, Mobile, Pager, Direct, PIN#, Accounting, and all Personal fields do not apply when copying information.
    • Security: All security settings are copied.
    • Teams: All teams settings are copied.
    • Calendar: All calendar settings are copied.
    • Service/Support: All service and support settings are copied.
    • Client Options (Client System): The default account owner and base template settings are copied.
  8. Click OK.
    When you add a new user, a site code is automatically assigned to the individual.
  9. Once the new user is created, use the User Detail view to modify the user's profile.
    Note: You will need to provide the username and password to new users. If you do not want to share the default password, change the password to a generic password and instruct users to change their password the first time they log in to Infor CRM.
  10. Click (Save).
    Note:  If you are integrated with Infor Ming.le, you must add the user to Infor Ming.le.
Parent topic: User Detail View
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