Creating users

Note: Only a certain number of users can be active for each product. This number is determined by the CDKEY installation parameter ( Infor EAM), CDKEYREQ installation parameter (Infor EAM Requestor), 7IMCDKEY installation parameter (Infor EAM Mobile), 7IWCDKEY installation parameter (Infor EAM Connector), and/or the 7IBCDKEY installation parameter (Infor EAM Barcoding).

To create users:

  1. Open the User IDs form.
  2. Click New Record. The system automatically populates Locale, Success Msg. Timeout, and Infor EAM.
  3. 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.
  4. Language—Select the default language for the user.
  5. User Group—Enter the user group to which the user is assigned.
  6. User ID Expiration Date—Enter the date on which the User ID expires.
  7. 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 IDs 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.

  8. Password Expiration Date—Enter the date on which the password expires.
  9. E-mail Address—Enter the user’s e-mail address.
  10. 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.
  11. Allow Dataspy Edits—Select if the user can edit Dataspies.
  12. Mobile Administrator—Select if the user is an administrator for Infor EAM Mobile.
  13. Allow Dataspy Advanced Filters—Select if the user can specify advanced filters for Dataspies.
  14. Class—Enter the class code for the user.
  15. Locale—Select the locale of the user.
  16. Department—Enter the default department for the user.
  17. Session Timeout (minutes)—Enter the amount of time in minutes in which the system will timeout.
  18. Success Msg. Timeout—Select the amount of time in which success messages will timeout.
  19. First Screen—Enter the code identifying the function to which the system defaults when the user logs in to the system.
  20. Screener—Select if the user can screen work requests.
  21. Screen Designer—Select if the user can set up the appearance of screens.
  22. Allow Editing of Other's Comments—Select if the user can edit comments made by others.
  23. Allow Editing of Own Comments—Select if the user can edit their own comments.
  24. Infor EAM—Select to indicate that the user is an Infor EAM user.
  25. Connector—Select to indicate that this user is an Infor EAM Connector user.
  26. 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.
  27. 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.

  28. Author—Select to indicate that the user is a reporting author.
  29. Requisition—Enter the maximum amount the user can enter on a requisition or requisition line.
  30. Requisition Approval—Enter the maximum amount the user can approve for a requisition.
  31. Invoice Approval—Enter the maximum amount the user can approve on invoices and invoice lines.
  32. Non-PO Inv. Approval—Enter the maximum amount the user can approve on nonpurchase order invoices.
  33. Purchase Order—Enter the maximum amount the user can enter on a purchase order or purchase order line.
  34. 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.

  35. 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.
  36. Click Save Record.
    Note: Click Unlock User to unlock locked users and make them active in the system.

    The following fields are editable on the List View page of the User ID form: User ID, and Infor EAM. See Updating fields in the Infor EAM User's Guide.