Smart Help setup checklist for Infor Ming.le™

Note: These tasks apply to Infor Ming.le only and do not apply to Smart Help in Infor OS Portal™


	Task
	Create a Smart Help security role in Infor Ming.le
	Assign the security role: Add the Smart Help security role to Smart Help Adding the Smart Help security role to the Smart Help context application
	Turn on Smart Help for a specific Infor application in Infor Ming.le Admin Settings.
	Set up user access for Smart Help. To use Smart Help on the specified Infor application, users must have access to the application and also these roles: REQUIRED: SmartHelpUser created in this guide OPTIONAL: MingleEnterprise for users you want to access KB articles. Those users must have a valid Knowledge Base login. To be valid, the user's Ming.le user email must match the Infor Support Portal email. OPTIONAL: IDM-user for users who access Smart Help content posted in Infor Document Management
	To view content in the My Documents pane: Add a document type with appropriate screen IDs in Adding content in Infor Document Management Configure the document type in Infor Document Management Authoring Smart Help My Documents content
	To view content in the Training Materials pane: You must have a license for UAP To complete the setup tasks for UAP in this guide, Configure Infor User Adoption Platform including obtaining the UAP API URL and authentication username and password Configure ION API Gateway for Infor UAP API Create files in UAP and assign Infor User Adoption Platform screen IDs and templates.,l