Using Office Profile Security tab

Use the Security tab in the Office Profile detail view to define or view password options.

Note: 
  • The system administrator and users with the appropriate role can access these features.
  • Application passwords are case-sensitive and can have up to 30 characters.

To set password security options:

  1. Click Administration on the Navigation Bar.
  2. Click Office Profiles. The Office Profiles list view is displayed.
    Note: If required, use the Lookup option to locate an office profile.
  3. Click the company name. The Office Profile detail view is displayed.
  4. Click the Security tab.
  5. Select Use Windows Authentication (Infor CRM Password not required to log on) check box to use Windows Authentication.
  6. To enable Multi-Factor Authentication:
    1. Select the Use Multi-Factor Authentication check box.
    2. Select one or more Authentication Methods.
      • Authentication Application
      • Email
    Note: The signed in users are automatically signed out of the Infor CRM SLX Web client and redirected to the Multi-Factor Authentication page, after Multi-Factor Authentication is enabled and saved.
  7. Specify a password in the Default Password field to change the default password for new users. The application default user password is SLXMa$t3r.
    Note: The default password must be specified.
  8. Specify a number in the Minimum Password Length field to force the user password to contain a minimum number of characters.
    Note: If blank passwords are permitted, ensure the minimum length of password is 0.
  9. Specify a number in the Days Until Password Expires field to set a password expiration date. Some application Web components require the user names to function. If the passwords expire for these user names, the Web components do not work.
    Note: 
    • This field is enabled only if the Force user to change default password check box is cleared.
    • This option only applies to signing in to the Web Client. The Administrator has a separate option for the Windows Client.
  10. Select the Password must contain numbers and letters check box to require that the user password contains at least one number and at least one letter. This field is enabled only if the Do not allow blank passwords check box is selected.
  11. Select the Force user to change default password check box to require that users change the default password when they log on.
  12. Select the Do not allow blank passwords check box to require all users to have a password. When this option is selected, the No Password option is not available in the Change Password field in the client programs and Administrator.
    Note: If blank passwords are permitted, ensure the minimum length of password is 0.
  13. Select the Password cannot contain username check box to prohibit a user from using their application username as part of a password.
  14. Set the Login Attempt Threshold. This limits the number of times a user can attempt and fail to log in to the application Web Client before the user is locked out. This option is not applicable to the Sales Client.
    • Select the number of failed attempts to allow.
    • Specify the number of minutes that must pass before the lock is reset automatically. Setting the Login Attempt Threshold to 0 indicates that the lock is not reset automatically.
    Note: To reset locked out users before the lock out time passes, see Resetting locked out users
  15. Click Save.