Personalizing the User Interface in Infor CloudSuite Distribution (CSD)

August 15, 2022
Drew Coan

Infor CloudSuite Distribution users enjoy the ability to personalize and customize what data and information each role within the company can see and how they see it. Based on my experience with CSD, below you’ll find a couple of unique tips and tricks for getting personalization set up to improve efficiency and ease of use within the software.

How Personalizaton Works.

Personalization allows for customizing the screen displays to meet a company’s individual business requirements. This is a great way to tailor the screen layout to be more user-friendly and to optimize efficiency while using Infor CloudSuite Distribution. By setting up personalization, the user can adjust fields, columns, buttons, toolbars, and grids to be hidden, unhidden, highlighted, renamed, resized, and sequenced – anything to fit the user’s unique business style and workflows. Infor CloudSuite Distribution also allows users to change the user interface to a lighter display, a darker display or higher contrast that is easier to read, based on personal preferences.

Can We Have Different Personalizations for Different Departments?

YES! Personalization can be done on a user, profile, or company level. It is possible to create unique profiles per user or department. You can have customized profiles for Customer Service, Purchasing, Accounting and all departments. This personalized layout per department is great because it results in an efficient and uniform workflow for that department or even companywide.

Who Can Personalize in CSD?

Most companies only want to allow access to personalize their screen based on those users who have the experience and knowledge of the system and to keep to corporate branding and appearance standards for the organization. With Infor CloudSuite Distribution’s comprehensive security system, it is possible to allow personalization to be only limited to specific users. Additionally, the security measures will allow and/or prevent users from performing specific tasks based on role and accessibility. Administrators can easily assign who can and can’t personalize.

Can Personalization Be Reversed or Reset? 

YES! The System Administrator can view, allow, prevent, or reset all personalizations. Access changes can be made, and roles can be changed easily.

Can Aktion Help Me Personalize My CloudSuite Solution? 

YES! Aktion Associates has an entire team of Infor CSD Application Consultants who can guide you through the Personalization process. Aktion can also provide complete training and solutions for all roles and applications needed. Please contact Aktion Associates at 1-800-AKTION (800-425-8466), info@aktion.com or contact your Account Manager to schedule a personalization consultation.