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 to add a new record.
- Click 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 to add a user or a Team.
- Delete
- Use to remove a user, department, and child team from the Team.