Specifying the information in the Onboarding Application

  1. Access the portal using the link sent by the customer in an email.
    Note: This link is valid only for 48 hours.
  2. Specify a password.
  3. Click Create Account. The setup of your Infor CloudSuiteTM identity is complete. The information you provided has been saved message is displayed.
  4. Click Continue.
  5. Log on to the portal using the username and password. The list of applications created by the customer associated with the company is displayed on the Onboarding page.
    Note: You can access the portal only if the:
    • Supplier is linked to an external entity.
    • Security roles are assigned by the customer.
  6. Select an application.
  7. Specify the mandatory information related to each role.
    Note: 
    • The supplier can provide details only for the assigned roles. These roles are assigned by the customer or supplier with administrator rights.
    • The supplier with the Services, Financial and Legal roles can only specify the related information and change the status of the respective section to Complete. The supplier with the Commercial role can only send the application for approval.
  8. Click Send for Approval.
    Note: 
    • The supplier with the Commercial role can only send the application for approval.
    • The status of the application is updated to Submitted.
    • The application is reverted to the supplier if the information is incomplete.
    • The supplier can reply to messages sent by the customer in the Messages section.