Set up your organization

Before your team can use Loupe, your organization needs at least one Infor M3 environment connected. This is a one-time setup per environment, done by a Loupe administrator with access to Infor OS.

How it works

Loupe talks to M3 through the ION API, as the signed-in user. Every call runs under that user's own M3 permissions, so people only ever see the data they are authorized to see in M3.

For that to work, each M3 environment needs an Authorized App registered in Infor OS. You download its credentials as an .ionapi file and upload that file in Loupe.

Getting a Loupe organization

Organizations are created by the Loupe team. If your company doesn't have one yet, get in touch and tell us who should be the first administrator. Once the organization exists, the administrator signs in to Loupe and continues below.

Open the API Gateway

Sign in to the M3 environment you want to add to Loupe, then open the app switcher (the grid icon in the top bar) and choose OS. From the OS overview, open API Gateway:

Create an Authorized App

1. Open Authorized Apps in the left panel, then click the plus (+) to add a new app:

   

2. Choose the type Web Application and fill in the following values. Loupe shows the same values, ready to copy, under Settings → Tenants → Details for authorized app:

   Field	Value
   Type	Web Application
   Name	Loupe
   Description	Authorized app for Loupe
   Redirect URL	https://loupeapp.net/login/finish
   Authorized JavaScript Origins	https://loupeapp.net

   

3. Enable Issue Refresh Tokens. Without refresh tokens your users have to sign in to the environment again every time the access token expires:

   

4. Save the app and use Download Credentials to get its .ionapi file.

Add the environment in Loupe

1. In Loupe, open Settings and scroll to Tenants.
2. Click Add New Environment.
3. Drop the .ionapi file on Add an Infor tenant, or click to browse for it. You can add several files at once.
4. Check the parsed details and give the environment a short name (for example TST or PRD). This is the name your users will see everywhere in Loupe.
5. Click Save.

Repeat for every environment you want to work with. Under Defaults you can mark one environment as Left and one as Right, which preselects them in Compare for everyone in the organization.

Invite your users

Users are added in Settings → User management:

1. Type a colleague's email address under Add Members and click Add. If they have signed in to Loupe before, they are added straight away. Otherwise an invite is created and they get an email; the invite is converted automatically the first time they sign in.
2. Tick the environments they may use. Each user row has one checkbox per environment. A user without any ticked environment sees nothing to sign in to.
3. Pick a role: User, Viewer or Admin. See Roles.

Next steps

Once your users have installed Loupe and signed in, they can start exploring data, comparing environments or browsing the M3 UI.