Authorized users

The authorized user functionality in the Rhythm for Civics CDR portal is designed to allow portal users to manage applications on behalf of organizations such as construction companies, rather than in their own names.

See Administrator > CDR Portal > Authorized users in the Infor Rhythm for Civics User and Administration Library.

In the back office, an organization is a contact identity record that has the Is Organization check box selected.

See Organizations.

An organization can be associated with a portal profile, which is used to manage the organization's applications in Rhythm for Civics, but individual users do not log in to the organization's portal account directly.

Instead, users must be invited to join the organization as authorized users. Invitations can be sent by an authorized user with administrative access in Rhythm for Civics, or by agency staff in the back office.

The invitations are sent by email using a notification template that is specified in the PortalSetup configuration. The email includes a link that the invitee must click to accept the invitation.

When the invitee clicks the link to accept the invitation, they are prompted to either log in to an existing portal account or create a new one. If they choose an existing account, they must log in and the system associates them with the organization. If they create a new account, they immediately go through the account creation process. Upon completing that process, the new account is associated with the organization.

Each authorized user can either select their personal profile to work with their own instruments in the portal, or select the organization's profile to work with the organization's instruments. All work that the user does remains separate between the two profiles. For example, payments and financial information are not shared.

To use the authorized user functionality, these feature toggles must be enabled:

  • Authorized Users

Contact Information InfoViewer

If the Authorized Users feature is enabled, the Authorized Users tab is shown in the Contact Information InfoViewer for contacts that are designated as organizations. Agency personnel can use this tab to invite users to join the organization as authorized users. You can also edit and remove authorized users.

For contacts that are not organizations, the Organizations tab is shown instead of the Authorized Users tab. The grid on the Organizations tab shows the organizations to which the current contact belongs as an authorized user.