Using the Team Security tab

The Security tab displays the users, departments, and teams within a team. Use this tab to manage team members.

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

These items are available in the tabs toolbar:

  1. Click Security to view the records on the Security tab.
  2. Click Insert to add a new record.
  3. Click Delete to delete a record.
  4. Review this information:
    Users
    This section displays a list of the users of the team.
    Departments
    This section displays a list of the departments of the team.
    Parent Teams
    This section displays a list of other teams that the selected team is part of.
    Child Teams
    This section displays a list of their teams that are part of the selected team.
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