Teams overview

Teams consist of users, departments, and other teams. You can create teams based on region, territory, type of account, or department.

Teams define who owns an account and which users can access that account. Users can belong to more than one team and the security profiles can be different for each team.
Note: You must be logged on to the Infor CRM Administration Client and have appropriate permissions to perform this task.

On this page, you can:

  • Add a new Team
  • Delete or rename a Team
  • Add a new Security
  • Delete a Security
  • Copy a Team