Providing Access to external users
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1. Logon to the onboarding portal for the customers using the Onboarding Portal
menu in Infor LN.
Note: The customer must be using Infor OS to view the external entity management menu.
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Select External Entity Management
menu. The list of companies is displayed.
Note: This menu is only available for Infor OS users.
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Click Add to create an external
entity.
Note: You can create an external entity using an existing profile or without a profile.
- Click Create External Entity without a profile.
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Specify this information:
- Code
- The code of the entity.
- Name
- The name of the potential supplier.
- Organization Name
- The name of the organization.
- Status
- The status of the entity.Note: By default, the status is set to Active when the user is created.
- Max number of External Users
- The maximum number of users who can access the entity.Note: Unlimited users can access the entity if the value in this field is set to 0.
- Click Add on the External Authorized Components and Applications tab.
- Select LNPortal as the authorized component.
- Click Add .
- Click Save & Close.
- Click Edit on the External Entity page.
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Specify the company ID in the Company field.
Note: This field is displayed only if LN is added as a component from the External Authorized Components and Applications tab.
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Select the EEU-IFS-Self-Management-Admin role for the
user in the Security Roles tab.
Note: This provides administrative access to the user and the ability to add more users from potential suppliers organization
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Click Save.
- You can use the View option on the External Authorized Components and Applications tab to view the roles assigned to the selected LN component.
- The vendor with administrative roles receives an email with a link and login details to access the supplier onboarding portal.
- Open the link.
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Create a new password. The vendor with administrative roles can now access the
supplier onboarding portal and assign security roles to different users
associated with the external entity.
Note:
- Each user receives an email with a link and login details to access the supplier onboarding portal.
- These users can only view and modify the respective sections assigned by the vendor with administrative role.