Enabling or disabling Smart Help

Use this procedure to enable or disable Smart Help at the tenant level. A user with system administrator access can perform this task:

Sign in to Infor OS Portal™ as a user with system administrator access.
Navigate to OS Portal, then click Portal.
From the menu, select Settings > General Settings.
Scroll to the Smart Help settings section.
Select Yes or No to enable or disable the Smart Help widget.

Note: Smart Help is enabled by default. We recommend that Smart Help is kept enabled so that users can access all available features.

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

For information about adding an exception, see Managing exceptions to Smart Help enablement.