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About Opportunity Teams

For some record types, such as accounts, contacts, and opportunities, you can allow a team of users to share a record. To allow a user to share a record, you first add the user to the team for the selected record. Then you specify the access level the user has to the record, and to specified linked records.

Note the following points regarding opportunity teams, account teams, and access to opportunity records:

  • Based on the opportunity access type you define when you add a user to an account team, the user can be added to an opportunity team automatically when the opportunity is linked to the account. (Similarly, account team members can automatically become members of a contact team when the contact is linked to an account.)
  • If you do not want a user to be added to the opportunity team automatically when the opportunity record is linked to an account, leave the Opportunity Access field in the Account Team Add User window blank when adding the user to the account team. This prevents the account team member from being added to the opportunity team automatically.

    If the privileges on the user's default access profile give the user access to Opportunity Related Information on the accounts, the user still has visibility to the related records. However, the user is not added to the opportunity team.

Note also that users can be added to account teams in a number of ways:

  • Manually through the record detail page
  • Through assignment manager
  • Through the use of group functionality

To ensure that a user does not have access to opportunities linked to an account, you must ensure that the user is not given access through any of these methods.


Published May 2008