Team Membership tab

Use the Team Membership tab on the User 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. See Working with Teams

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 do not display in the list. For a complete list of a user teams and account access, use the Team Account Access tab. See Using the Account Access tab

In the User detail view, click the Team Membership tab to access the Team Membership tab. If the tab is not visible, click More Tabs. See More tabs

On this page, you can:

• Add a user to a team:
  • Click Add user to team.
  • Use the Lookup to find and select the appropriate team. See Finding records
  • Click OK.
• Modify a user team security profile:
  • Click the Security Profile link and set permissions in the window. See Editing a Security Profile Within a Team
  • Click OK.

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

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