Promoting Users to Infor OS Portal (Ming.le)
If Infor CRM SLX is integrated with Infor OS Portal (Ming.le), Infor CRM SLX users who are added or updated are promoted to the Infor OS Portal (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 OS Portal (Ming.le) and creates a link between the records in Infor CRM SLX and Infor OS Portal (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 SLX users to Infor OS Portal (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 OS Portal (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 OS Portal (Ming.le).
To promote: