Role Detail View

The system administrator and users with the appropriate role can access these features.

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

How Do I?

Create a role

Open the Role Detail viewClosed

  1. On the Navigation Bar, click Administration, and then click Roles to open the Roles List view.
  2. Click a role in the list, or use the Lookup to locate a role.

Use the Lookup to search for records

Open a group

Switch to the List viewClosed

Information Boxes

The role information boxes contain the primary information about the role.

Detail View Tabs

Each tab shows specific information related to the role. Click a link to see more information about each tab.


Additional tabs may be available if your implementation includes a Back Office Extension.

ERP Details

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

What are Roles and Secured Actions?



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at