Manually creating new users and assigning roles

Use this procedure to manually create a new user and assign roles:

  1. Sign in as an administrator to Infor Ming.le or Infor OS Portal and from the User Menu select User Management.
  2. On the Users page, click Add.
  3. Specify this information:
    First Name
    Specify the first name of the user.
    Last Name
    Specify the last name of the user.
    Email Address
    Specify the email address of the user.
    Send Invitation
    Clear this check box. You must create an Actor ID before sending the invitation. If no Actor ID has been specified when the user receives the invitation, they are unable to access most data after signing in.
    Active
    Clear this check box. Saving a record with an active status automates the user BOD. You must create an Actor ID and assign roles before activating the user BOD.
    Note: This field is displayed depending on your configuration. If this field is not displayed, your organization has configured the system to create users in draft status.
  4. Click Save
  5. In the list of users, locate the new user and click User Details.
  6. On the Details tab of the user record, specify a value for Actor ID.
  7. Click Save.
  8. On the Security Roles tab, click Add.
  9. Select the roles to assign to the user.
  10. Click Add & Close.
  11. Click Save.
  12. On the Users list, select the new user record, and select Action > Activate Draft User.
  13. Select the new user record, and then select Action > Send Invitation.