Sharing Groups with Other Users

You can share your groups with other Infor CRM users, teams, or departments.

  • If you release a group to other users, and then delete the group, the group is no longer available to the other users.
  • You cannot share groups that were shared with you by another user.
  • When you make changes to a group released to other users, you must update the group so other users can receive the new version.
  • You can view access information for existing groups, to determine the owner and which users can view the group.
  • Users can see only the accounts, contacts, opportunities, and tickets to which they have access rights.
  • If an ad hoc group is released to other users, these users can add and remove group records.
  • If you share a Dashboard tab that contains a group, the group must also be shared with those users in order for the group to display on the Dashboard tab.

How Do I?

Open the Share Group dialog boxClosed

  • Do one of the following:

    • On a list or detail view, right-click a group tab, and then click Share.
      If you do not have permission to share the group this option will not be available.
    • From the Group Manager view, select one or more groups in the list, and then under Group Manager Tasks, click Share.
      The system administrator and users with the appropriate role can access these features.The system administrator and users with an administrator role can access these features.
To share a group with EveryoneClosed
  1. Open the Share Group dialog box.
  2. Click the Everyone button.

  3. Click OK.

To share a group with other usersClosed
  1. Open the Share Group dialog box.
  2. Click the Add button.
  3. In the Assign Owner dialog box, click the Users tab.
  4. To limit the users listed, select a type of user from the User Type drop-down list (for example, Remote).
  5. Select the user(s) you want to share your group with, and then click OK.
To share a group with other teamsClosed
  1. Open the Share Group dialog box.
  2. Click the Add button.
  3. In the Assign Owner dialog box, click the Teams tab.
To share a group with other departmentsClosed
  1. Open the Share Group dialog box.
  2. Click the Add button.
  3. In the Assign Owner dialog box, click the Departments tab.
  4. Select the department(s) you want to share your group with, and then click OK.
To remove access to a shared groupClosed
  1. Open the Share Group dialog box.
  2. Select the user, department, or team you no longer want to share your group with.
  3. Click the Remove button, and then click OK.
To update a shared groupClosed

If you make changes to a group and want to share the changes, you must update the group.

  1. Open the Share Group dialog box.
  2. In the Share Group dialog box, click to OK release the changes to the listed users.

Related Topics

Groups Overview

 

 

 

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.