Creating users

You can add user profiles in Optiva for the sole purpose of recording their email addresses. This is beneficial for users who want to be included in workflow notifications.

To ensure that you do not exceed your Optiva License Agreement, mark these users as Inactive in the User form. Alternatively, do not give these users any roles on the Role form.

  1. Open the User form.
  2. Specify this criteria.
    Last Name
    The Last Name is the default value that is used by an enum query for users.
    Lab Code
    Lab code
    Group Code
    If a Group and or Lab is specified, the login prompt is bypassed when this user logs in.
    Windows ID
    Specify a Windows ID for Integrated Windows Authentication and other relevant authentication choices. See the Infor PLM for Process Installation Guide for more information.
    Deactivate Email
    Select this check box to deactivate emails for the user. Now, emails will not be sent to the user.

For information about adding roles and groups, see Defining user and role relationships. For setting passwords, see Specifying user password security.