External entity access
The Billing and Receivables Portal can be configured to use the IFS External Entity
Management service for customer representative access. This feature improves security and
visibility of customer representative identities. It provides flexible authentication options
for customer representatives.
Users with the receivables administrator or receivables manager roles can perform these functions to manage customer representatives:
- Add customer representatives
- Update customer representative profiles
- Send email notifications to customer representatives
Features and options:
- Primary email address sign-in
- Codes for customer representative verification
- Notification of change of customer representative email
- Branding
- Sign-in page links for terms of use, contact us, and policy information
- Outgoing email
- Password requirements
- Multifactor authentication
These features are available to customers that meet these requirements:
- Multi-tenant
- Landmark 2022.x
- FSM version 2022.06 or later
Enablement occurs by provisioning new customers or by a migration process for existing customers. When the advanced feature is provisioned, customers can configure the components. See the Infor CloudSuite Corporate, Healthcare and Public Sector Multi-tenant Configuration Guide for information about provisioning and migration for external applications.