Sharing Records (Teams)
For some record types, such as accounts, contacts and opportunities, you can share a record so that others can view it. With account records, you can also share the contact and opportunity records that are linked to that account record.
To share a record, you first add the person to the Team for the selected record. Then you specify the access level the person has to the record.
To share a record
- Select the record.
For instructions on selecting records, see Finding Records.
- On the record Detail page, scroll down to the Team section and click Add Users.
- In the Team Add User window, click the Lookup icon next to User.
- In the Search for a User window, select an employee.
- Set roles and access levels:
NOTE: Depending on the record type and setup, your application might differ from these options.
- (Optional) To explain the role the linked record plays in relation to the main record, select an option from the Team Role drop-down list.
- To set the access rights for the record type, select an option from the Access drop-down list.
- Read-only. Users can view records but not change them.
- Edit. Users can update records.
- Full. Users can update or delete records.
NOTE: Your managers have owner access to records of their subordinates (as long as Manager Visibility is turned on for the company) regardless of your selections here. For any user, the most liberal access set at any point in the application is the one that determines the access level for that user.
- Click Save.
Related Information
See the following topic for related information about opportunity teams:
About Opportunity Teams
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