Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Selecting a Role

    Use the Select Role window to search for the role that you want to assign to the selected user(s) or secured action(s). Use the lookup to search for available roles.

    To open the Select Role dialog box:

    • On the User List view, in the Task Pane, User Tasks, click Add to Role.
    • On the Secured Actions List view, in the Task Pane, Secured Actions Tasks, click Add to Role.
    Related topics
    Assigning Users to a Role
    Assigning Secured Actions to a Role
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