Accessing and Switching Between Self-Service and Admin Portals - PC Version

Owned by William Johnson, created
Last updated: Oct 03, 2024
1 min read

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

https://www.loom.com/share/80c3b4e7eddc4b668a591a8ea7722c28

QuickStart Printout

PDF document ready for printing.

 

Loom Video

https://www.loom.com/share/80c3b4e7eddc4b668a591a8ea7722c28

QuickStart Printout

PDF document ready for printing.

 

Key Steps

  1. 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.

  2. 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.

  3. 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.