Manually adding actor context records and linking agents

Use this procedure to add an actor context and a link to the agent record for the employee that was added in the previous procedure. This procedure completes the process of manually adding an employee record for Financials.

  1. Sign in to Infor Ming.le or Infor OS Portal as an administrator.
  2. Select the Financials & Supply Management application.
  3. Assign the Agent to the Actor.
    1. Sign in as Application Administrator.
    2. Select Shared Processes > Employee Information.
    3. Find and select the new employee and select Action > Update Login.
    4. Specify the name of the Actor.
      Note: If you used Global Human Resources user provisioning to add the user, the name must match the actor that you provided.
  4. If Actor Context is not assigned for the employee, use these steps to assign it now.
    1. From Administrative Console, select Security > Actor Context.
    2. Select the actor from the list or click Create and specify the Actor Name.
    3. Select the Context Property. Do not attempt to manually specify the property.
    4. Specify a valid name and click Save > New.
  5. Repeat steps 4c-d for the context properties for EnterpriseGroup, FinanceEnterpriseGroup, and HROrganization.
  6. Click Save. Do not select Save > New.