Adding a new Team
Use the
Menu in the toolbar and select to add a new team.Note: You must be logged into the Infor CRM Administration Client and
have appropriate permissions to perform this task.
- Select Action from the toolbar and click . You can also use Ctrl + N in the Team Detail view.
- Specify the name in the Name field.
- Click .
- Add team members.
- Add a user and select the owner check box on the Security tab. Teams can have multiple owners. If no Team owner is selected, the Super User is the only user that can delete the team accounts or change account ownership.
- Click .