Promoting Users to Infor Ming.le

If Infor CRM is integrated with Infor Ming.le, Infor CRM users who are added or updated are promoted to the Infor Ming.le back office through the SecurityUserMaster BOD.

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

Promoting a user creates a corresponding record in Infor Ming.le and creates a link between the records in Infor CRM and Infor Ming.le.

By default, the SecurityUserMaster BOD Outbound on Update and Outbound on Create options are set to "Automatic" which means that users are automatically promoted when added or updated. However, you must manually promote a user under the following conditions:

  • You want to promote existing Infor CRM users to Infor Ming.le
  • This implementation requires that added or updated users must be manually updated, i.e. the Outbound On Create or Outbound On Update options for the SecurityUserMaster BOD are set to "User Triggered".
    • To determine if a user must be manually promoted, on the detail view, click the ERP Details tab and view the Sync Status. If the Sync Status is set as changes pending, you need to promote the changes to infor Ming.le.
Note: All the users must:
  • Have a user name and email address.
  • Be assigned to at least one role before being promoted to Infor Ming.le.

To promote:

  1. From the Navigation Bar, click Administration. Click Users.
  2. Select one or more records. To select more than one record, click Control or Shift, and highlight the records.
  3. In the Task Pane, click Promote.
  4. Click OK.
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