Using the Roles List View

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

The Roles List view displays roles in a grid. The grid provides information about each role, such as the role name and description.

  • To sort the grid by a particular field, click one of the column headings.
  • To display all roles of a particular type, click a tab in the grid.
  • To only display roles that meet specific criteria, configure filters.

How Do I?

Create a Role

Edit or Delete a Role

Work with records in a grid

Filter my list

Use the Lookup to search for role records

View a Group

Related Topics

What are Roles and Secured Actions?

Assigning Users to the Standard User Role



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