New employee access to Infor CRM SLX

When someone requires access to Infor CRM SLX, use this checklist to ensure you complete all steps to add the new user: (You may find it helpful to print a copy of this checklist as well as some of the linked topics containing additional information.)

• You can verify the Windows folder sharing permissions for the Sync Logs, Library, and Documents folders to ensure the new user has access to these folders.
• You must determine the type of user to add. See Understanding Users
• You must ensure there is a license available for this type of user.
• You can decide how you can configure the user profile:
  • Do you plan to add several users with identical profiles? If so, determine if you must use a user template. See Creating a User template
  • Does an existing user profile contain the settings to apply to the new user? If so, note the existing user name so that you can select the correct profile to copy from when adding the new user. If some settings must not be copied, note which tabs to exclude when you copy the profile. See Copying Profile Information
  • Do this user require a distinct profile with settings that differ substantially from user templates or existing users? If so, plan to manually modify each tab in the User detail view to configure the settings. See User detail view
• You can add a new user. See Adding a User.
• You can modify the user profile and verify the Login Enabled check box is selected in the User detail view. See Changing a user profile
• If the organization uses teams for account ownership (recommended), add the user to the appropriate teams(s). Since the teams a user belongs to determine which accounts he or she can access, ensure you understand how teams work in Infor CRM SLX.
• If the company is using Outlook sync to synchronize contact and calendar information between Infor CRM SLX and Outlook, configure the Outlook Sync integration. See Using the Integration detail view