Creating a service account

  1. From the User Menu in the header, select User Management.
  2. Select Manage > Service Accounts.
  3. Click the Add new item (plus sign) icon.
  4. Specify this information:
    Description
    Specify a description of your choice.
    User Name
    Select the Infor Ming.le user who is already set up in WFM.
  5. Click the Save icon.
  6. Click DOWNLOAD to download the Excel file.
  7. Save the Excel file.
    You will need the Excel file later in the setup.