Creating users

User ID

Enter a unique code identifying the user, and then enter a description of the user in the adjacent field. The description is usually the user’s full name.

Language

Select the default language for the user.

User Group

Enter the user group to which the user is assigned.

User ID Expiration Date

Enter the date on which the User ID expires.

Password

Enter a six to twelve character password for the user. The system masks the password with asterisks as you type.

Note: After a set amount of unsuccessful attempts to log in, the system will lock the User ID and Password. At this point, the system administrator or another authorized user must unlock the user record.

To unlock the user record, open the User Setup form, which will display the Unlock User button (under normal circumstances, the Unlock User button is hidden). Click the Unlock User button. The system will unlock the user and hide the Unlock User button.

Password Expiration Date

Enter the date on which the password expires.

E-mail Address

Enter the user’s e-mail address.

External User ID

Specify an external User ID to provide an alternate method of identifying the user. The external user ID provides the method to identify the user based on an identifier from an external system such as Active Directory or some alternate identify provider.

Note: External User ID must be unique for each user ID and external user ID in the system except it can be the same as the user's User ID.

Buyer

Select if the user can generate requisitions and purchase orders to buy materials/services.

Note: Buyer must be selected for a user for the system to display the user as a potential purchaser of materials and services in the lookups for Buyer.

Allow Dataspy Edits

Select if the user can edit Dataspies. If unselected the Edit Dataspy button is hidden throughout the system on every form for this specified user.

Mobile Administrator

Select if the user is an administrator for Infor EAM Mobile.

Allow Dataspy Advanced Filters

Select if the user can specify advanced filters for Dataspies.

Allow Global Dataspy Configuration

Select if the user can configure global Dataspy settings for all users.

Allow Cancelling of WO Daily Scheduling Sessions

Select if the user can cancel work order daily scheduling sessions on the WO Daily Scheduling form.

Class

Enter the class code for the user.

Locale

Select the locale of the user.

Department

Enter the default department for the user.

Session Timeout (minutes)

Enter the amount of time in minutes in which the system will timeout.

Success Msg. Timeout

Select the amount of time in which success messages will timeout.

First Screen

Enter the code identifying the function to which the system defaults when the user logs in to the system.

Screener

Select if the user can screen work requests.

Screen Designer

Select if the user can set up the appearance of screens.

Accessibility Mode

Select to indicate that for the user the system will operate in accessibility mode when they next log in to Infor EAM. In Accessibility Mode the Infor EAM application is entirely keyboard-navigable wherein the user will be required to navigate and access features via keyboard shortcuts only. Additionally those fields with special formatting or validation will display a popup tool tip.

Note: Accessibility Mode is designed for use with a screen reader program such as JAWS.

Allow Editing of Other's Comments

Select if the user can edit comments made by others.

Allow Editing of Own Comments

Select if the user can edit their own comments.

Infor EAM

Select to indicate that the user is an Infor EAM user.

Connector

Select to indicate that this user is an Infor EAM Connector user.

Analytics

Select to indicate that the user is an Infor EAM Analytics user.

Note:  If the Infor EAM Analytics user will create variables within Infor EAM, you must also select Infor EAM.

Requestor

Select to indicate that this user is an Infor EAM Requestor user.

Note: Enter the Requestor user group in User Group to associate the Requestor user with the Requestor user group.

The Requestor user may only submit work requests and/or purchase requests.

Barcoding

Select to indicate that this user is an Infor EAM Barcoding user.

Mobile

Select to indicate that this user is an Infor EAM Mobile user.

Consumer

Select to indicate that the user is a reporting consumer. The consumer license allows users to access the consumer and basic report features.

Author

Select to indicate that the user is a reporting author. The author license allows users to access the Report Author functionality in Infor EAM to create reports as well as access to the consumer and basic report features.

Requisition

Enter the maximum amount the user can enter on a requisition or requisition line.

Requisition Approval

Enter the maximum amount the user can approve for a requisition.

Invoice Approval

Enter the maximum amount the user can approve on invoices and invoice lines.

Non-PO Inv. Approval

Enter the maximum amount the user can approve on non-purchase order invoices.

Purchase Order

Enter the maximum amount the user can enter on a purchase order or purchase order line.

PO Approval

Enter the maximum amount the user can approve for a purchase order or purchase order line.

Note: Set Requisition, Purchase Order , Requisition Approval, and PO Approval at either the header level or the line-item level in Installation Parameters. You do not need to define them for every user.

If you are setting up a new user in a multi-organization environment the fields are set on the Organizations page of the User Groups form and the Roles form.

Pick Ticket Approval

Enter the maximum amount of parts that the user can approve for pick tickets.

Note:  If multi-organization security is activated, you must define purchase order and requisition limits on the Organization page of the User form.