Accessing and Switching Between Self-Service and Admin Portals - PC Version
Objective
To guide users on how to access and switch between the self-service portal and the admin portal in the new WFM system.
Loom Video | QuickStart PrintoutPDF document ready for printing. 
|
|---|
Key Steps
Login: Log into Infor WFM and if you land on the self-service portal screen start at step 2. If you land on the admin portal screen, start at step 3.
Access Admin View:
Click on the hamburger menu at the top left of the screen.
Click the portal drop-down.
Select "Admin Portal" from the portal menu.
Switch Back to Self-Service Portal:
Click on the "Self-Service Portal", icon on the top right of the screen.
Cautionary Notes
Ensure you are on the correct portal before making any changes to avoid errors.
Follow the steps precisely to avoid confusion between the self-service and admin portals.
Tips for Efficiency
Familiarize yourself with the icons and menu options to navigate quickly.
Remember to save any work before switching between portals to prevent data loss.