Setting Up Portal Users

Use the Portal Users form to link Service Portal users to Service Management customer or partner numbers. See the Infor Service Management Portal Administration Guide for complete information about setting up the Service Portal.

To set up Service Portal user information in Service Management:

Select a User Name.
Select the Customer number or the Partner number to which you will assign the user name.
Select Can Create Users if you want to allow this user to create and maintain user accounts in the Service Portal. When this check box is selected, a Customer user will have account options available on the Account Management portal page, and a Partner user can also register a new customer.
Select Claim Authorization Required if you want to require authorization for a warranty claim submitted by this user before a service order can be created from the claim.