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).

To open the User Team Members tab: In the User Detailview, click the User Team Members tab. If the tab is not visible, click More Tabs. See More Tabs.

On this page you can:

• Allow other user's to access this user's accounts:
  1. Click Add another user to this user's user team.
  2. Click the Lookup to find and select the user you want to add. See Finding Records.
  3. Click OK.
• Edit a user's security profile:
  1. Click the Security Profile link and set permissions in the dialog box. See Editing a Security Profile Within a Team.
  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.

• To remove a user from the user's team:
  1. Select the record you want to remove and click Delete.
  2. Click OK.