Requesting customer access

Use this procedure to request customer access in Billing and Receivables Portal versions that are released June 2022 or later. Infor Federation Services (IFS) External Entity Management is used for the registration, authentication, and authorization of customer representatives. This procedure is for new tenants and existing tenants that were migrated to use IFS External Entity Management. See the Infor Cloudsuite Corporate, Healthcare and Public Sector Multi-tenant Configuration Guide for information about the provisioning and migration processes for external applications.

Note: If you were partially registered by another person, then you are not required to perform this procedure. The company sends you an email with a link to complete your registration. A password is provided and if applicable, a verification code.
  1. Select Billing & Receivables Portal > Request Customer Access.
  2. Complete the required fields. Most fields are self-explanatory.
    Email Address
    When your registration is complete, this is your user ID.
    Password
    This is your password for Billing and Receivables Portal. To see a list of requirements for the Password field, click Show Password Requirements.
  3. Review the Terms And Conditions tab and select the Accept Terms and Conditions check box.

    The Contact Information and Company Information tabs are available.

  4. Complete the fields that are required by your site.
  5. Click Submit.
  6. When your request is successful, you are automatically signed in.

    If user verification is enabled for the site, a page is displayed to submit a verification code. The code is sent to your email address.