Using the Department Security tab

The Security tab displays the users within a Department. This tab also displays the teams of which the department is a member. Use this tab to manage department members and team membership.

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

These options are displayed on the toolbar:

  • Click the Security tab to view the records.
  • Click Insert to add a new record.
  • Click Delete to delete a record.

You can view this information:

Users
This section displays a list of the users of the department.
Teams
This section displays a list of teams that the selected department is part of.
Insert
Use Insert to add a user or a Team.
Delete
Use Delete to remove a user, department, and child team from the Team.