Editing a Security Profile Within a Team

After you add a team member, you can modify the security rights. The initial security rights are set to match the user's default security profile. You cannot edit WebViewer security profiles. Tell me more about security...

To edit

  1. In the Team Detail view, click the Members tab.
  2. Click the Security Profile link for the member you want to change.
  3. Select a new security profile.

The default profiles are:

  • Read Only Default - Sets all tables and fields to Read Only access.
  • Read/Write Default - Sets all tables and fields to Read/Write access except the Account table SecCodeID field. This restricts the user from reassigning account ownership.
  • Team Owner Profile - Sets all tables and fields to Read/Write access. This allows the user to reassign account ownership. You cannot assign the Team Owner Profile to WebViewer users.
  1. Click OK.
  2. Click SaveClosed.

Related Topics

Working with Teams

Team Owner Profile

Understanding Field Level Security Precedence




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 documentation@infor.com.