User Team Members Tab
User teams allow users to access accounts owned by another user. For example, if you want Lee to have access to all of Dan’s accounts, you can add Lee to Dan’s user team.
Users listed on this tab can access the accounts owned by the main user (the user whose profile you are editing).
Open the User Team Members tab
- In the User Detail view, click the User Team Members tab. If the tab is not visible, click the More Tabs tab.
Allow other user's to access this user's accounts
- Click the Add another user to this user's user team
button. - Use the lookup to find and select the user you want to add.
-
Click OK.
Edit a user's security profile
- Click the Security Profile link and set permissions in the dialog box.
- Click OK.
This security profile only applies when the selected user accesses accounts owned by the main user (the user whose profile you are editing). It does not apply when the selected user accesses accounts for which they are the owner.
To remove a user from the user's team,
-
button. -
Click OK.
