Managing exceptions to Smart Help enablement

You can add an exception to the Smart Help widget so that it can be enabled or disabled by role. Customers can set up a rule preventing some users from accessing the widget.

Note: Smart Help is enabled by default. We recommend that Smart Help is enabled so that users can access all available features.
  1. Sign in to Infor OS Portal™ as a user with system administrator access.
  2. Navigate to OS Portal and click Portal.
  3. Select Settings > General Settings from the menu.
  4. Scroll to the Smart Help settings section.
  5. Add an exception:
    1. Click + Add exception.
    2. Specify a title in the Name field for the exception.
    3. Select whether Smart Help is enabled or disabled for this exception.
    4. Specify a role to add this exception to. You can use the Search icon in the field to search for specific roles. A role must be added to complete the exception.
    5. Click OK.
    6. Click Save.
  6. Manage an existing exception:
    1. Click Edit exceptions.

      The existing exceptions are listed in the table.

    2. Select the exception to edit, and click Edit.
    3. Edit the exception and click OK.
    4. To remove an exception, select it from the table, and click Remove. You can select multiple exceptions to remove them simultaneously.

    You can drag and drop the exceptions in the table to set the priority to use in your account. New exceptions are always the highest priority in the table.