User list view

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

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

On the Navigation Bar, you can click Administration, and click Users to access the List view.

On this page you can:

• Add a user. See Adding a User
• Modify a user profile. See Changing a user profile
• Click Refresh, to refresh the list information.
• Use the summary view. See Using the Summary view
• Click a user name, on the Users List view, to open the User Detail view. See User detail view
• Use the Lookup to search for user records. See Using lookup
• Work with records in a grid. See Working with Grids in list views and tabs
• Filter my list. See Using Task Pane filters
• View a group. See What are Groups?

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

• Add to Group. See Adding Ad Hoc group records
• Save Records as a Group. See Adding an Ad Hoc group
• Remove from Group.
• Import Records. See Importing records
• Update Records. See Updating multiple fields for multiple records
• Export Records. See Exporting records to a file

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

• Add to Role. See Assigning users to a role
• Reset Users. See Resetting locked out users
• Copy Profile Information. See Copying Profile Information
• Associating or disassociating with Contact. See Associating or disassociating with a Contact
• Add to Team. See Adding Team Members
• Remove from All Teams. See Removing a team member
• Promote users. See Promoting Users to Infor OS Portal (Ming.le)
• Viewing Logged In User Information. See Viewing Logged In User Information