Accessing External Entity Management

External Entity Management is available from the External Entity Management menu option on the user menu.

This option is available to users who have one of these security roles:

  • IFS- ExternalEntity Admin
  • Infor-SystemAdministrator

To access External Entity Management

  1. On the right side of the Infor Ming.le toolbar, click the profile icon to access the user menu.
  2. Click External Entity Management.

External Entity Management has these menu options:

  • External Entities
  • External Entity Profile
  • Custom Authorized Components
  • Settings
    • General Settings
    • Cloudsuite Identities Password Policy
    • Email Templates

This table describes the functionality of each menu option.

Menu option Use this menu to:
External Entities View and manage external entities, including:
  • Create external entities
  • Edit external entities
  • Delete external entities
  • Disable external entities
  • Manage the number of users registered under an external entity
External Entity Profiles View and manage external entity profiles including:
  • Create external entity profiles
  • Edit external entity profiles
  • Delete external entity profiles
Custom Authorized Components View and manage custom authorized components including:
  • Create custom authorized components
  • Edit custom authorized components
  • Delete custom authorized components
Settings > General Settings View and manage general settings

Login Links

  • Terms of Use URL
  • Contact Us URL
  • Policy URL

Manage Features

  • Max Number of Users Per External Entity
Settings > Cloudsuite Identities Password Policy View and configure password strength and complexity requirements for Infor Ming.le Identities
Settings > Email Templates View and manage email templates, including:
  • Create an email template
  • Delete a email template
  • Edit an email template
Selected external entity This menu option is displayed only if the tenant administrator selects Users on an external entity.
Selected external entity > Users

View and manage users, including:

  • Add users
  • Delete users
  • Import and export users
  • Actions
    • Activate
    • Disable
    • Send Invitation
    • Reset password (by user)
    • Unlock Account
  • Export all users
  • Edit users
Selected external entity > Security Roles View and configure security roles, including:

Edit security roles for users

  • Assign to all existing users
  • Assign to new users
  • Assign individual users to security roles
  • Delete security roles from individual users
Selected external entity > Federated Security
  • View and configure federated security settings, including federated single sign-on using SAML
  • Add a federated security
  • Delete a federated security
Selected external entity > Authentication URL Options View and configure the authentication mode and view URLs that allow you to access your system with different authentication methods
Selected external entity > Infor Cloudsuite Identities
Configuration
View and configure users who can log in using Infor Ming.le Identities
Password Management
View and configure password strength and complexity requirements for Infor Ming.le Identities