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.

For multi-site implementations, all user accounts must be set up in each site that is to be used by the portals. You must make entries manually for each account, unless tables are shared on the Intranet Shared User Tables form. In that case, entries are made automatically after an account is created in the first site.

Note: If is configured with Infor Xi Platform, then when you create user accounts in the back office, an email message is sent to the user to verify the account. You can disregard this message for accounts created for portal administration.


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.
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. On the User Modules form, the appropriate license module must be selected. Single-site customers must purchase a Portals license for each of their customer, vendor, and reseller users. Multi-site customers may also be required to have the Portals_MS license, depending on how is configured. See the Licensing Guide.
Portal data administrator user account	Example: portal_data_admin	This user must be created for accessing these portal administration pages: When the portal is opened, a portal data administrator can access only the pages described here.	This account should not be set to Super User. On the Groups tab, the Portal Data Admin group must be selected. On the Additional Info tab, the appropriate site group must be assigned. On the User Modules form, the appropriate license module must be selected.