Infor OS Portal Administration Guide (Cloud)

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Overview
Accessing Portal administration settings
Accessing other administration settings
Applications
Application Details
Adding an Infor non-provisioned application
Adding a non-Infor application
Deleting an application
Adding a custom parameter
Editing a custom parameter
Deleting a custom parameter
Adding users and security roles
Deleting users and security roles
Adding a logical ID fallback
Deleting a logical ID fallback
Drillbacks
Uploading a drillback
Deleting a drillback
Searching for a drillback
Downloading a drillback
Viewing details for a drillback
Widgets
Understanding published widgets
Managing published widgets
Publishing a widget
Editing a published widget
Publishing a copy of a widget
Publishing a copy of a widget
User settings in a published widget
Preparing a widget to be published
Editing the publishing configuration
Understanding insights groups
Managing published insights groups
Creating an insights group
Editing an insights group
Renaming an insights group
Deleting an insights group
Enabling context messages
Publishing an insights group
Adding an insights group to default
Adding an insights group from the catalog
Understanding standard widgets
Managing standard widgets
Working with widget permissions
Adding widget permissions
Editing widget permissions
Removing widget permissions
Understanding tenant widgets
Importing a tenant widget
Managing tenant widgets
Understanding permissions for widgets
Widget Settings
Announcements
Announcements page
Creating an announcement
Workspaces
Private workspaces
Published workspaces
Published workspaces management
Publishing a workspace
Editing a published workspace
Locating published workspaces
Standard workspaces
Dynamic workspaces
Dynamic workspaces management
Creating a dynamic workspace
Adding a configuration to a dynamic workspace
Editing a dynamic workspace
Workspace permissions
Adding permissions
Editing permissions
Removing permissions
Security policies
Security Policies page
Creating a security policy
Settings
General Settings
Navigation Bar Settings
Workspace Settings
Smart Panel Settings
Widget Settings
Infor OS Portal Limits
Migration
Migrating data
Managing user permissions and security
Manage
Users
Adding users
Importing users
Exporting users
Importing passwords
Applying actions to users
Activate a draft user
Bulk activate draft users
Activate a disabled user
Disable
Copy a user
Delete
Reset password
Send invitation
Unlock account
Reset MFA
User details
Additional Properties tab
Updating additional properties
Security Roles tab
Adding a security role to a user
Editing logical ID associations between a security role and a user
Removing a security role from a user
Accounting Entities tab
Adding accounting entities to a user
Removing accounting entities from a user
Locations tab
Adding locations to a user
Removing locations from a user
Groups tab
Adding a group to a user
Removing a group from a user
ERP Person IDs tab
Adding an ERP Person ID
Removing an ERP person ID
Client Access tab
Revoking access
Activity tab
MFA Settings tab
Functional Security Roles tab
Exporting users from the Functional Security Role details page
Service users
Adding service users
Importing service users
Exporting service users
Applying actions to service users
Activating a draft service user
Activate a disabled service user
Disabling service users
Deleting service users
Service user details
Service Accounts tab
Additional Properties tab
Updating additional properties
Security Roles tab
Adding a security role to a service user
Removing a security role from a service user
Accounting Entities tab
Adding accounting entities to a service user
Removing accounting entities from a service user
Locations tab
Adding locations to a service user
Removing locations from a service user
Groups tab
Adding a group to a service user
Removing a group from a service user
ERP Person IDs tab
Adding an ERP Person ID
Removing an ERP person ID
Client Access tab
Activity tab
Security Access Profiles tab
Client Access
Revoking access
Revoking access
Service Accounts
Adding a service account
Deleting a service account
Enabling a service account
Disabling a service account
ERP Person IDs
Adding an ERP person ID
Deleting an ERP person ID
Contacts
Adding a contact
Deleting a contact
Viewing contact details
Adding a contact group to a contact
Deleting a contact group from a contact
Contact Groups
Adding a contact group
Importing contact groups
Exporting contact groups
Deleting a contact group
Viewing contact group details
Adding a contact to a contact group
Deleting a contact from a contact group
Groups
Adding a group
Importing groups
Exporting groups
Deleting a group
Copying a group
Viewing group details
Adding a user to a group
Deleting a user from a group
Contact Us Group
SCIM Groups
Adding a security role to a SCIM group
Removing a security role from a SCIM group
Exporting SCIM group mappings
Importing mappings
Security Access Profiles
Adding a security access profile
Adding a security access profile through user details
Configure
Security roles
Infor Federation Services security roles
Infor OS Portal security roles
ION security roles
API Gateway security roles
Document Management security roles
Adding a security role
Importing security roles
Exporting security roles
Deleting a security role
Copying a security role
Viewing security role details
Adding users to the security role
Removing users from the security role
Editing user's logical ID associations to the security role
Adding documents to the security role
Removing documents from the security role
Accounting Entities
Viewing accounting entities
Importing accounting entity and user associations
Exporting accounting entity and user associations
Adding users to an accounting entity
Removing users from an accounting entity
Locations
Adding users to a location
Removing users from a location
Document Authorizations
Viewing document details
Mapping a security role to a document
Removing a mapping of a security role to a document
Functional Security Role
Adding a functional security role
Editing a functional security role
Deleting a functional security role
Exporting a functional security role
Security Administration
Federated Security
SAML 2.0
Azure AD Active Mode
OpenID Connect
Okta Active Mode in Infor OS Portal CE
API responses
Adding a federated security
Deleting a federated security
Service Provider
Adding a service provider
Editing a service provider
Configuring a service provider
Adding identity provider certificate
Importing a service provider
Deleting a service provider
Provisioning of OpenID Connect application
Domain Security
Allowed list
Blocked list
Setting up domain security
Authentication URL Options
IFS ION-Person ID
Session Configuration
Time-out
Concurrent Sessions
Settings > General Settings
MFA Configuration
Trusted Domains
Verified Email Domain
Change Icon
Email Settings
Manage Features
Service Accounts
SCIM Service
Account Creation Status
Application Specific Settings
Federated Security
Cloud Identities Customization
User Delete
Published UPN value in the Sync Security User Master BOD
Infor Cloud Identities
Enabling a subset of users to log in with Infor OS Portal Identity
Passkeys
Supported environments
Metadata
User Properties
Standard Properties
Additional Properties
Adding an additional property
Audit Event Search
Basic search
Advanced search
Search toolbar
Search results
Export
Monitoring Search
Search criteria
Search toolbar
Search results
Export
Security Role Search
Security Role Report
Security role transactions
Search results
Settings
Audit Report Settings
Monitoring Report Settings
User Activity Settings
Data Lake
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