Creating a Department

The system administrator and users with the appropriate role can access these features.

A department is a specialized team. By default, users are not assigned to a department.

Department Rules

  • Departments contain users, but cannot contain teams. However, teams can contain departments.
  • A user can belong to more than one department.
  • Departments cannot own accounts.

To create

  1. On the Administration menu, click New Department.
  2. In the Name box, type a name for the department.
  3. In the Default Security Profile box, select a default profile for the department. This profile is applied when the department is added to a team.
  4. Click SaveClosed.
  5. Add users to the department using the Members tab.
  6. Add the department to teams using the Teams tab.

Related Topics

Deleting a Department

Copying a Department

 

 

 

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 documentation@infor.com.