Team Membership Tab

This functionality is only available when the appropriate license is installed. For complete information about licensing, see the Infor CRM Planning Guide.

Use the Team Membership tab on the User Detail view to add or remove the user from system teams. System teams group users together so that all team members have access to the same accounts.

This tab does not display teams in which the user is a member as part of a nested team or department. Tell me more...Closed

For example, if Lee is a member of the East Coast Sales department and the East Coast Sales department is a member of the Northeast team, Lee has access to the Northeast team accounts. However, the Northeast team will not appear in the list. For a complete list of a user's teams and account access, use the Team Account Access tab.

How Do I?

Related Topics

User Detail View

Changing a User's Profile

 

 

What's New in this Release

 

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

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