Understanding Team Hierarchy

A team can consist of users, teams, and departments. When you add a user to a team, the user's immediate manager can also be included. However, there is no further inheritance (for example, the manager's manager). If you do not want the user's manager added to the team, you can clear this option on the User Maintenance User Info tab.

Note: You must be logged on to the Infor CRM Administration Client and have appropriate permissions to perform this task.

Team Hierarchy Rules

  • If the Allow Manager Access option is selected on the User Maintenance User Info tab, each time a new user is added to a team, the reporting manager is also added, provided the manger is not the team member already.
  • If a team member changes the manager, and the new manager is not already on the team, the new manager is added to the team.
  • If a team member changes the manager, the previous manager is not removed from the team. If the previous manager must not have access to the team, the manger must be removed manually.
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