Adding a user
A user with an administrator role can add new users to the
application and can provide access to the data.
Note: The number and the names of fields can vary based on the
configuration set by the company.
- Click the Users tab.
- Select User and click Show Tab. The User screen is displayed.
- Click New. The New User Wizard: Main screen is displayed.
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Specify this information in the Primary Information section:
- First Name
- The first name of the user.
- Middle Initial
- The middle initial of the user.
- Last Name
- The last name of the user.
- Login
- The user login assigned to the user.
- Password
- A new password for the user ID. The new user must use this password to access the Infor XM application.
- Confirm Password
- If the password is changed, the password specified above must be re-entered for confirmation.
- Cost Center
- The cost center for the user.
- Manager
- The name of the manager who approves the user's documents. The documents are routed to this manager when the routing is based on the user hierarchy.
- Status
- The status of the user. The status can be Active or Inactive.
Note: The deactivated users cannot log on to the Infor XM SAT application. If you deactivate a user who is currently logged in, the user can finish editing the current document but cannot access or create any other document. The users remain in the application and can be reactivated, if required.
- External Key
- A unique external ID for the user.
-
Specify this information in the Additional Information section:
- Title
- A name for the job.
- Employee ID
- The internal employee number assigned by the company.
- Start Date
- The date on which the employment starts with the company.
- End Date
- The date on which the employment ends with the company.
- Location
- The location at which the user works.
- Country
- The country where the user works.
- Phone
- The contact details of the user.
- Out of Office
- Indicates whether the user is on vacation.
Note: Proxies can only log in when the other user turns on their 'Out Of Office' flag.
- The primary e-mail address used for sending e-mail notifications.
- E-mail Locale
- The locale that determines how dates and times are formatted in e-mails. An asterisk '*' indicates the locale has a language pack, otherwise e-mail text is displayed in English. The value is defaulted to the browser's locale during the user's first login.
- Alternate E-mail 1
- An alternate e-mail address of the user. Mainly used by the electronic receipts feature, which only accepts receipts sent from the user's primary or alternate e-mail addresses.
- Alternate E-mail 2
- An alternate e-mail address of the user. Mainly used by the electronic receipts feature, which only accepts receipts sent from the user's primary or alternate e-mail addresses.
- Time Zone
- The time zone that determines how dates and times are formatted in user interface. Do not specify any information to use the time zone of the server.
- Click Save to add a user.