Creating a user profile

  1. Select Setup > Security > Define Users. The Users page is displayed.
    Note: You can also access this page using the Add option on the Supplier User Maintenance page.
  2. Click Add. The User page is displayed.
    Note: You can also modify an existing user profile using the View icon on the Define Users page.
  3. Specify this information on the User Profile tab:
    Name
    The name of the user.
    Type
    The type of user. Possible values:
    • User
    • Contact
    • Contact and User
    Job Title
    The job title of the user.
    Admin
    Select this check box to assign administrator role to the user.
    Note: A user with an administrator role can modify other user profiles.
    Active
    Select this check box to set the user profile as Active.
    User Name
    The login ID for the user.
    Admin Current Password
    The password of the Admin User. This field is displayed only for the admin user profile.
    New Password/ Confirm New Password
    The login password for the user.
    Role
    The role for the user account that determines the user access to the application.
    SSO Required
    Select this check box to specify a single sign on ID for the user..
    Note: By default, this field is displayed for the user configured in Infor Ming.le.
    Single Sign on (SSO) ID
    The single sign on ID of the user.
    Note: The value in this field is automatically generated and displayed only if the SSO Required check box is selected.
  4. Specify the address details of the user on the Address tab.
  5. Specify the contact details of the user on the Contact Information tab.
  6. Specify the display preferences such as the Date Format, Language, Theme, Records per page for the user on the Preferences tab.
    Note: 
    • You can select the Out of Office check box to indicate that the user is unavailable and redirect the requisition approvals to the proxy user. This proxy user is defined for a specific effective date range on the Proxy User Setup tab.
    • This field is enabled only if the Enable Indirect Spend check box is selected on the Customer page.
  7. Select a company in the Companies Association section on the User Permissions tab, to view the facilities that are specific to the company.
    Note: 
    • The facilities and approval limit are displayed in the Company Facility Association section.
    • You can also modify the approval limit or facility for the company.
  8. Specify a default Company, Facility, Ship To and Restriction Group for the user on the Defaults tab.
  9. Specify this information on the Approval Config tab:
    Supervisor user
    The name of the user with the Supervisor role.
    Approval Method
    The method used to approve business processes.
  10. Specify this information on the Proxy User Setup tab:
    Proxy Users
    The name of the user who can act on behalf of another user for whom the Out Of Office check box is selected.
    Proxy For
    The business process for which approval is required.
    Note: This value must be set to Requisition Approvals.
    Effective From
    The date from when the proxy user is active.
    Effective To
    The date until when the proxy user is active.
    Note: This field is enabled only if the Enable Indirect Spend check box is selected on the Customer page.
  11. Click Submit.

    You can also use these options on the page:

    • Delete: Enables you to delete the user profile. However, the user data is retained in the database.
    • Anonymize: Enables you to hide or mask the user profile data. The user personal data, such as email, contact, and address, is marked with asterisks (****).
    • Export XML: Enables you to export the user data in the .xml format.
    Note: The Anonymize and Export XML options are displayed only to users with the administrator role.