Sharing Groups with other users

You can share the groups with other Infor CRM SLX users, teams, or departments.

• If you release a group to other users, and delete the group, the group is no longer available to the other users.
• You cannot share groups that were shared with you by another user.
• When you make changes to a group released to other users, you must update the group so other users can receive the new version.
• You can view access information for existing groups, to determine the owner and which users can view the group.
• Users can see only the accounts, contacts, opportunities, and tickets to which users have access rights.
• If an ad hoc group is released to other users, these users can add and remove group records.
• If you share a Dashboard tab that contains a group, the group must also be shared with those users in order for the group to display on the Dashboard tab. See Working with the Welcome page

You can perform these tasks related to Sharing groups:

• View the Share Group window:
  • On a list or detail view, right-click a group tab, and click Share. If you do not have permission to share the group this option is not available.
  • From the Group Manager view, select one or more groups in the list, and under Group Manager Tasks, click Share. The system administrator and users with the appropriate role can access these features.
• Share a group with Everyone:
  1. Access the Share Group window.
  2. Click Everyone.
  3. Click OK.
• Share a group with other users:
  1. Access the Share Group window.
  2. Click Add.
  3. Click Users tab in the Assign Owner window.
  4. Select a type of user from the User Type list to limit the users listed (for example, Remote).
  5. Select the user(s) you require to share your group with, and click OK.
• Share a group with other teams:
  1. Access the Share Group window.
  2. Click Add.
  3. Click the Teams tab in the Assign Owner window.
• Share a group with other departments:
  1. Access the Share Group window.
  2. Click Add.
  3. Click the Departments tab in the Assign Owner window.
  4. Select the department(s) you require to share your group with, and click OK.
• Remove access to a shared group:
  1. Access the Share Group window.
  2. Select the user, department, or team you no longer require to share your group with.
  3. Click Remove, and click OK.
• Update a shared group, by performing these steps:

  If you make changes to a group and require to share the changes, you must update the group.

  1. Access the Share Group window.
  2. Click OK to release the changes to the listed users in the Share Group window.