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Infor OS Portal User Guide (Cloud)
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About this guide
Infor OS Portal Overview
Changing the site default language and regional settings
Accessing Infor OS Portal
Supported browsers
Browser setting changes
Internet Explorer
Google Chrome
Internet Explorer Compatibility View settings
Browser plug-in requirements
Screen resolution
Mobile Applications
Passkeys
Supported environments
Frequently asked questions
Passkeys for new users
Registering the passkey through the Forgot Password option
Setting passkeys for new external entity users
Registering passkeys through the password reset flow for external entity users
Registering Passkey through Infor OS Portal
Passkey management
Deleting a passkey
MFA login and device registration
TOTP authentication
Registering the MFA device using TOTP
Creating a basic flow for getting the OTP code needed to log in to the Infor tenant
Generating the secret key from the log-in page of the Infor OS tenant (Enforce MFA)
Generating the secret key from the portal of the Infor OS tenant (Enable MFA)
Testing the log-in using the MFA user
Duo authentication
Remembering the authentication mode
Login localization
Federated Security
Becoming familiar with Infor OS Portal
Home
Tabs
Using recently closed tabs
Clearing recently closed tabs
Reorganizing the menu display
Using the navigation menu
Setting a homepage
Rearranging applications and workspaces
User menu
Using the user settings menu option
Editing your profile
Maintaining profile information
Uploading a profile picture
Editing what's new settings
Editing smart panel settings
Editing prompt settings
Editing widget and smart panel notification settings
Editing maintenance window notification settings
Editing widget view for mobile settings
Editing display options
Editing Multi-factor Authentication (MFA) settings
Supported TOTP methods
Adding a device
Adding a device with TOTP
Adding a device with Duo
Managing devices
Setting a device as a default
Signing out
Using the smart panel
Expanding the smart panel
Opening and closing the smart panel
Viewing your Insights groups
Predefined Insights groups
Adding Insights groups from the catalog
Creating an Insights group
Editing Insights groups
Renaming Insights groups
Deleting Insights groups
Widget notifications
Jumping to widgets with new updates
Using workspaces
Creating a workspace from current view
Creating a workspace from an application
Creating a widget workspace
Add workspace from the catalog
Using the Workspace Catalog
Using filters, sorting, and searching
Workspace details panel
Duplicating a workspace
Editing a workspace
Renaming a workspace
Removing a workspace
Refreshing a workspace
Changing a workspace icon
Widgets
Adding a widget
Adding a widget to an application or workspace
Adding a widget to a widget only workspace
Using the Widget Catalog
Using the start view
Using filters, sorting, and searching
Widget detail panel
Resizing a widget
Moving a widget
Removing a widget
Configuring a widget
Changing the title of a widget
Copying a widget
Duplicating a widget
Resetting a widget
About a widget
Widget not available or restricted
Maintenance messages
Process Intelligence widgets
Process Mining widgets
Process Mining - Chart
Process Mining – Single Metric
Configuring a static KPI widget
Configuring a data driven KPI widget
Using the Context Viewer
Configuring the Context Viewer to subscribe to a message type
Using the Documentation context widget
Using the In-Context URL Viewer
Alert List widget
Alert due dates
Working with the alert overlay panel
Alerts metric widgets
Task List widget
Task due dates
Tasks with custom forms
Working with the task overlay panel
Tasks metric widgets
Notification List widget
ION Notification overlay panel
Task Manager widget
Task Watcher widget
Workflow Activity Locator widget
Workflow Viewer widget
Start Workflows widget
ION statistics widgets
Messages and Events widget
Messages Insight Hybrid widget
Messages by document widget
Messages by connection widget
Workflow Status widget
Consumption by connection points widget
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