Creating Driver Accounts for Cyan Pickup & Delivery when using Infor SXe

Add Cyan User account (AKA Driver account)

1. Login to the Cyan Web Portal as a tenant Admin (https://portal.cyan.us.com/)
2. Go to Manage Users, click the Create New button in the upper right.
3. Verify that your Tenant name and default user group is selected. (Required)
4. Enter a 4 character User Name. (SXe only supports 4 character driver names, see below for more information) (Required)
5. Enter a Password. (Required)
   1. Cyan P&D does not require the driver to enter a password, so you can enter anything you like. For security, reason please us a password generator like Lastpass, passpack or Keypass.
6. Select Tenant User as the role ID
7. Enter a Description (Optional)
8. Select the Create button.
   

To specify driver during the SXe OEEHD export, you must enter the 4 character username that you created above in the "Delivery Name" field. This name is appended to the system-generated SET file name. For example, 01_jimb_30859.set where ‘01’ is the warehouse, ‘jimb’ is the delivery name selected in the export, and ‘30859’ is a timestamp to make the file unique. Cyan looks for the delivery name in the set file name, when the delivery name matches a Cyan username, the deliveries (aka stops) in the set file are assigned to the Cyan user. If no match is found, Cyan will assign all deliveries to a default, unassigned account. You may manually assign or re-assign deliveries or set file to a Cyan user on the Stop Assignment page in the Cyan Web Portal (https://portal.cyan.us.com/).