User Information

The tabs displayed depends on the authentication scheme used :

• General Information: For the Infor Risk & Compliance Application Security authentication scheme , use this section to provide general details about the user
  1. Specify the user ID in Infor Risk & Compliance, the user's first name, last name and email ID. This information is mandatory.
     Note:  Ensure that the user name does not contain a comma.
  2. Provide the user's employee number and phone number.
  3. Select the date on which this user account will expire or select Never expires. The user account expiration date selected here is saved according to the Infor Risk & Compliance application server time zone.
     Note: To activate an expired user account, an Administrator can either reset the user password or change the user account expiry date.
  4. Add a manager profile if required. The manager selected here will be the approver for a request for this user and is reflected in the approval process templates. However, managers must have email as one of their attributes for them to be reflected in the approval templates. To select a manager, click the Browse icon. Ensure that the manager profile you select is not the same as the user created. If this happens, the application displays an error message.
  5. If required, select the check box Notify Manager on Emergency Access. The selected manager profile receives an email notification whenever this user creates a emergency access request.
  6. Select one of the following password settings option for a new user:
• Password Setting : Select one of the following password settings option for a new user:
  • To generate the password automatically, select the radio button next to Automatically generate initial password for new user.
    Note: This option is displayed on this page depending on the configuration of the SMTP server set on Settings-> Configuration->Infor Risk & Compliance System->Outgoing Email Server.
  • To provide password manually, select the radio button next to Manually enter initial password for new user. You must:
    1. Enter the new password as per the password criteria displayed. The criteria displayed here are the password policies configured by the administrator that enable you to determine the combination of characters that make up your password .
    2. Re-enter the new password , in the Confirm Password text box.
    Note: If the password does not match, the Error icon is displayed next to the criteria that were not satisfied. In this case, you need to provide a different password .
• Out of office settings: The Out of Office Settings panel enables Administrators to mark the user out of office. If users are approvers for a request, the Administrator can also appoint an alternate approver in their place.

  This panel is disabled at the time of user creation and is enabled only once the user has been created.

• Roles: To assign a role to a new user:
  1. Type in part of the role name in the autosuggest text box. The roles matching the search criteria are displayed. Select the desired role. To assign multiple roles at a time, click the Browse icon. Select the desired roles and click OK . All the roles to be assigned to the new user will appear in the list of roles below the Roles field.
  2. Click Save.
  3. To remove a role assigned to the user, select the assigned role and click the Remove icon.

Infor Risk & Compliance ships with 15 pre-defined roles. Each role contains privileges that allow a user to perform different functions in the application. In addition to the pre-defined roles. here are two pre-defined roles for hosted environments (SAAS roles).