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?

Open the Team Membership tabClosed
  • In the User Detail view, click the Team Membership tab. If the tab is not visible, click the More Tabs tab.
Add a user to a teamClosed
  1. Click Add user to teamClosed.
  2. Use the lookup to find and select the appropriate team.

  3. Click OK.

Edit a user's team security profileClosed
  1. Click the Security Profile link and set permissions in the dialog box.
  2. Click OK.
    This security profile only applies when the selected user accesses accounts owned by the main user (the user whose profile you are editing). It does not apply when the selected user accesses accounts for which they are the owner.
Remove a user from a team Closed
  1. Select the record you want to remove and click the RemoveClosed button.

  2. Click OK.

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.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

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.