Team Membership Tab

This functionality is only available when the appropriate license is installed. For complete information about licensing, see the Sage SalesLogix Planning Guide.

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.

This tab does not display teams in which the user is a member as part of a nested team or department. Tell me more...

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 will not appear in the list. For a complete list of a user's teams and account access, use the Team Account Access tab.

To set options

  1. In the User Detail view, click the Team Membership tab.
  2. Do one of the following:
  3. To add the user to a team, click Add. Use the Lookup to find and select the appropriate team.
  4. To remove the user from a team, click the Remove link.
  5. To edit the security profile for the user on the team, click the Security Profile link and set permissions.
  1. Click Save.

    2.  

Related Topics

User Detail View

Changing a User's Profile

 

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