Using the Users List View

The Users List view displays Infor CRM users in a grid. The grid provides information about each user, such as the user's title and the user type.

• To sort the grid by a particular field, click one of the column headings.
• To display all users of a particular type, click a tab in the grid.

To open the List View, on the Navigation Bar, click Administration, and then click Users.

On this page you can:

• Add a user.
• Modify a user's profile.
• Click Refresh, to refresh the list information.
• Use the summary view.
• Click a user's name, on the Users List view, to open the Users detail view.
• Use the lookup to search for user records.
• Work with records in a grid
• Filter my list.
• View a group.

The Task Pane contains the Common Tasks section. In this section, you can:

• Add to Group
• Save Records as a Group
• Remove from Group
• Import records
• Update records
• Export records

The Task Pane contains the User Tasks section. In this section, you can:

• Add to Role
• Reset Users
• Copy Profile Information
• Associate or disassociating with Contact
• Add to Team
• Remove from All Teams
• Promote users to mingle