User Team Members 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.

Users listed on this tab can access the accounts owned by the main user (the user whose profile you are editing).

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

On this page, you can:

• Allow other users to access this user accounts:
  1. Click Add another user to this user's team.
  2. Click the Lookup to find and select the user you require to add. See Finding records.
  3. Click OK.
• Modify a user security profile:
  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 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 team:
  1. Select the record you require to remove and click Delete.
  2. Click OK.