Security Tab
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This functionality is only available when the appropriate license is installed. For complete information about licensing, see the Infor CRM Planning Guide. |
Use the Security tab on the User Detail view to define a user's default field level security profile. The system administrator always has access to everything, and the system administrator’s security access cannot be changed.
To set options
- In the User Detail view, click the Security tab.
- In the Field Level Security Profile box, select the default profile to use when this user is added to a team or another user's team. Security profiles are created in the Administrator.
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Click Save
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When User A is manually added to User B's team, (using the User Team Membership tab), User A can access all of User B's records. However, User A's Field Security permissions will determine if User A has the ability to modify User B's records. Users always have read/write access to all individually owned accounts, or to accounts owned by Everyone.
