Adding Users to IFS
MistyStanley-Jones
Preface
Some parts are applicable to everyone -- others are grouped by location/functio
n.
Open ADMIN.EXE. Log in as IFSAPP. Navigate to Foundation 1 Administra
tion / Users / User Overview.
Double-click any row. A new blank row will be created. Enter the data
into the fields. Username cannot contain the character '.' so substitute a '_' for an
y such characters. Save your work.
Navigate to Foundation 1 Administration / Security / Grant Administrati
on.
Grant the following two roles: IFS_CONNECT IFSAPP_NORMAL. Grant any ot
her applicable roles.
Grant the following two roles: IFS_CONNECT IFSAPP_NORMAL. Grant any other applicable roles.
Navigate to Foundation 1 Administration / Users / Profile Repository. Populate. On the bottom portion of the screen, double-click any row to make a new row.
Put your user's username in the first field, and take the defaults. Save your work.
CLose ADMIN.EXE Open IFS Financials.exe. Log in as IFSAPP. Navigate to Accounting Rul
es / User Data / Users Per Company. Populate. Change to the company you want (BC = Furniture, CO = Corp), double-clic
k to add a row, and add your user. If your user needs to be in more than one company, repeat this for each one, saving every time. Remember to check the "Default" box for t
he default company. NoteIf your user works in more than one company, they ma
y have to change their current company. This is in File -> Options -> Globals.
Save your work and close IFS Financials.exe.
Open IFS MfgPlanning.exe, log in as IFSAPP.
Navigate to General Data for Inventory and Distribution / System Data for Inventory and Distribution.
Click the User Defaults tab. Double-click to add a new row. Put your username and the company (CO or FURN). The other fields are not necessary. Save your work.
Click the User Sites tab. Populate. Select your username and make sure the data is correct. Close IFS MfgPlanning.exe.
Open it back up and log in as your user. Pull up some data to be sure that it works.
Open IFS Financials.exe. Log in as IFSAPP.
Navigate to Enterprise / User Data / Users per Group. Add your user to whatever groups s/he needs. Talk to Carl about this.
Navigate to General Ledger / Authority / Users Per Authority Class. Add your user to whatever groups s/he needs. Talk to Carl about this.
Log out and log back in as your user. Test his/her queries.