User Team Membership tab

User teams allow users to access accounts owned by another user. For example, if you require Lee to have access to all of Dan accounts, you can add Lee to Dan user team.

The user whose profile you are editing have access to the accounts owned by users listed on this tab.

To access the User Team Membership tab you can click the User Team Membership tab in the User detail view. If the tab is not visible click More Tabs. See User detail view.

On this page, you can:

• Add the user to a team:
  1. To add a user, click Add this user to another user team.
  2. Click Lookup to find and select the user you require to add. See Finding records.
  3. Click OK.
• Modify the security profile for the main user on the selected user team:
  1. Click the Security Profile link and set permissions in the window. See Editing a Security Profile Within a Team.
  2. Click OK.

     This security profile only applies when the main user (the user whose profile you are modifying) accesses accounts owned by the selected user. It does not apply when the selected user accesses accounts for which they are the owner.

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