Setting up required back office user accounts

This information describes user accounts needed in the back office for portal configuration. These accounts must be created in each back office instance for which you will configure portals. For example, if you use the TRN and PRD instances, the accounts must exist in both.

Account Account name Purpose Setup notes
Pre-login user account PortalPreLogin This is a pre-login account used to auto-log in to the portal. This allows our custom login page to be displayed for portal users. This account is created for you by the Infor Cloud team. No groups are assigned to this user, and account settings must not be changed.
Portal administrator user account Example:

portal_admin

 This account is used to log in to the Portal Manager to configure, personalize, maintain, and customize portal applications.

At least one portal administrator account is required in order to access the Portal Manager. You can add portal administrator accounts as needed.
  • This account should not be set to Super User.
  • On the Groups tab, the Portal Admin group must be selected.
  • On the Additional Info tab, the appropriate site group must be assigned.
Portal data administrator user account Example:

portal_data_admin

 This user must be created for accessing portal administration pages, including these:

When the portal is opened, a portal data administrator can access only the pages described here. Do not use this account for any other purpose.
  • This account should not be set to Super User.
  • On the Groups tab, the Portal Data Admin group must be selected. No other groups should be added for this user.
  • On the Additional Info tab, the appropriate site group must be assigned.