Working with Teams

Teams can consist of users, departments, and other teams. You might create teams based on region, territory, type of account, or department.

Teams define who owns and which users can access that account. Users can belong to more than one team and their security profiles can be different for each team.

When determining a user’s ability to create and maintain teams, consider the following rules. A user can never:

  • Add himself or herself to an existing team.
  • Remove himself or herself from a team.
  • Remove the system administrator from a team.
  • Delete a team.

How Do I?

Create a Team

Add Team Members

Remove or Replace Team Members

Related Topics

Team Owner Profile

Understanding Team Hierarchy



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