Prerequisites

This table shows the security roles that are required to gain access to specific areas in Infor OS:

Security role	This security role...
MingleIONEnabled	...have access to the Infor Inbox.
MingleEnterprise	...have access to the Infor Inbox.
IONDesk	...have access to Active Workflows for administration.
IFS-ShowUserManagementUI	...have access to Groups for administration.
IFS-GroupsAdmin	...have access to Groups for administration.

This table shows the user or groups that you must be knowledgeable about and are required to activate the work flow:

User or group	This role must...
Requester	...have access to the workspace Customer Creation Account and the security role that is connected to start the workflow M3_CustomerCreationRequest in ION Workflow authorization.
Approval level 1 user or users	...must be added to the group M3CustomerCreationApproval_L1.
Approval level 2 user or users	...must be added to the group M3CustomerCreationApproval_L2.
Account Receivable user or users	...must be added to the group M3CustomerCreationAR and have access to required M3 programs, for example, 'Customer. Open' (CRS610).
Customer Service user or users	...must be added to the group M3CustomerCreationCustomerService and have access to required M3 programs, for example, 'Customer. Open' (CRS610).

See related documentation about inbox, widgets and workflow in Infor OS that are available in the Infor OS User and Administration Library (Cloud).

• From the library, navigate to User > Inbox.
• From the library, navigate to User > OS Portal > Using context widgets > Using the Context Viewer > Using the In-Context URL Viewer.
• From the library, navigate to User > ION > Business Rules.