User Team Members Tab
User teams allow users to access accounts owned by another user. For example, if you want Lee to have access to all of Dan’s accounts, you can add Lee to Dan’s user team.
Users listed on this tab can access the accounts owned by the main user (the user whose profile you are editing).
- In the User Detail view, click the User Team Members tab. If the tab is not visible, click the More Tabs tab.
- Click the Add another user to this user's user team button.
- Use the lookup to find and select the user you want to add.
- Click the Security Profile link and set permissions in the dialog box.
- 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.
Select the record you want to remove and click the Remove button.
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at firstname.lastname@example.org.