One of the first tasks during your Infor onboarding is setting up access for the people who will be using the system.
This often includes project team members, business users, system administrators, IT contacts, and implementation partners. Getting the right people into the system early helps accelerate testing, training, and onboarding activities.
In this article, we'll walk through how to add users to Infor CloudSuite and share a few best practices to help you manage access effectively.
Before You Begin
Before creating user accounts, gather the following information for each person:
- First name
- Last name
- Business email address
- Whether they are part of your internal team or implementation team
- The type of access they may need
- Whether they should receive their invitation immediately
Having this information prepared ahead of time makes the process much smoother.
How to Add a User in Infor CloudSuite?
User accounts are managed through the Infor OS Portal.
Follow these steps:
- Log in to Infor CloudSuite.
- Open the Application Menu.
- Select Infor OS.
- Navigate to Security.
- Select Manage > Users.
- Click Add New Item.
- Enter the user's information.
- Add a Federated ID if your organization uses one.
- Select Send Invitation if you want the user to receive their activation email immediately.
- Click Save.
Once saved, the user will appear in the Users list.
If you prefer to see the process step by step, you can watch this short walkthrough:
Watch the video: Add your project and implementation team to Infor CloudSuite
Adding Implementation Team Members
Many organizations also grant access to implementation consultants, project managers, technical resources, or partner teams during deployment.
Before adding external users, confirm:
- Who needs access
- Which environment they require access to
- What level of access is appropriate
- Whether access should be temporary
- Who will remove or review access after go-live
A good rule of thumb is to provide only with the access required to perform the assigned role.
Recommended Approach During Onboarding
Rather than adding everyone at once, start small.
We recommend this sequence:
- Primary System Administrator
- Core Project Team
- Implementation Team
- Early Testers and Power Users
- Broader Business User Community
This approach allows you to validate access and resolve issues before rolling out the system to a larger audience.
Simple Takeaway
Creating a user account is only the first step. The next step is ensuring each user has the appropriate permissions to do their job effectively.
If a user can log in but cannot access the information they need, the issue is often related to security roles rather than account creation.
In this article, we'll explain how security roles work in Infor CloudSuite and how to assign the right level of access to each user.
Infor Security Roles Explained: How User Access Works in CloudSuite
