Adding contacts

  1. From the Infor OS toolbar, click the Customer Central icon.
  2. Click Customer Central.
  3. Expand the Administration menu option.
  4. Click Manage Contacts.
  5. Click + Add Contact.
    Add Contact
  6. On the Add Contact page, complete these fields, which are required to add a new contact:
    • Email Address
    • First Name
    • Last Name
    • Salutation
    • Job Type
    • Preferred Phone
    • Country
    • Time Zone
    • Display Language
    • Communication Preference
    • Primary Product Line
  7. You must certify that the new contact is a direct employee of the licensed Infor customer and that you as an authorized representative of the licensed company confirm the new contact is a current employee of the licensed company.
    Certification of contact
  8. You must also select a role template, which will automatically enable or disable a user’s access to features or widgets. You can edit some of the standard permissions for a role depending on the role template you select.
    Role template
  9. Click Save.