Granting user access to the Infor Expense Management sub-site

After you create the required security groups in Active Directory, complete these steps to grant user access to the Infor Expense Management sub-site in Microsoft SharePoint:

  1. Sign-in to the Infor OS site using the site collection administrator account you defined in the Infor OS installation. See the Infor OS Installation and Configuration Guide.
  2. Click the Infor Expense Management icon on the Infor OS toolbar to access the Infor Expense Management sub-site.
  3. Select Site Actions > Site Permissions > Infor Expense Management.
  4. The list of groups may already have an entry for Infor Expense Management. If this entry is in the format Domain_Name\Infor Expense Management Users, you can cancel this process. Otherwise, continue with the next step.
  5. To add an Infor Expense Management user group, click New.
  6. In the Grant Permissions dialog, specify Infor Expense Management Users, which is the security group required for users to have access to the Infor Expense Management sub-site in Microsoft SharePoint.
  7. Click Check Names in the lower right corner of the text box. If the name is valid, the name is updated to the Domain_Name\Infor Expense Management Users format.
  8. Click OK.