Team Membership Tab

Use the Team Membership tab on the Users Detail view to add or remove the user from system teams. System teams group users together so that all team members have access to the same accounts.

This tab does not display teams in which the user is a member as part of a nested team or department.

For example, if Lee is a member of the East Coast Sales department and the East Coast Sales department is a member of the Northeast team, Lee has access to the Northeast team accounts. However, the Northeast team does not appear in the list. For a complete list of a user's teams and account access, use the Team Account Access tab.

In the User Detail view, click the Team Membership tab to open the Team Membership tab. If the tab is not visible, click More Tabs.

On this page you can:

• Add a user to a team:
  1. Click (Add user to team).
  2. Use the lookup to find and select the appropriate team.
  3. Click OK.
• Edit a user's team security profile:
  1. Click the Security Profile link and set permissions in the dialog box.
  2. 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.

• Remove a user from a team:
  1. Select the record you want to remove and click (Remove).
  2. Click OK.