Setting up Travel and Expense Management users

In order to grant the users access to the web portal and the app, a AppsForDynamics365 user must be set up for each employee in question.

This is done through Business Central, and is a short process.

1. Navigate to the AppsForDynamics365 Login view either through the Travel and Expense Management overview or by searching for AppsForDynamics365 Connect
2. Click New

Once you have an open view for a new user, you need to input the following information.

1. Enter Login which is the users Portal Connect user name when signing in to Portal Connect. This field is mandatory.
2. Enter Name which is the name that will be displayed in the Portal Connect interface.
3. Enter a Password. This field is mandatory if you are not using Single Sign on. This field will remain blank since the password is encrypted and stored elsewhere.
4. Select a Language from the lookup. If you do not choose one then the Portal Connect setup default language will be used.
5. Enter the user's E-Mail. This is used for notifications from apps such as Travel & Expense Management.
6. The Windows Name is required only if you are using Windows login.
7. Select the Employee No in the lookup. This is required for Travel & Expense Management.
8. Choose if the user in an External User. This is only relevant when using Single Sign on. It will allow non-Single Sign on users to login.
9. Here you can also set the Out Of Office - from and until.
10. Choose if you want to Allow Setup Access for the user.

Mapping the employee to AppsForDynamics365

To finalize the user setup you must map the Business Central Employee to the AppsForDynamics365 user.

1. Go to the employee view in Business Central.
2. Click on the employee that you want to grant access to Portal Connect
3. Click on Process and Configure for TEM
4. Follow the wizard.
5. Click Finish

The Business Central Employee now has access to the mobile app and web portal called AppsForDynamics365.