User Team Members Tab

User teams allow users to access accounts owned by another user. For example, if you want Lee to have access to all of Dan’s accounts, you can add Lee to Dan’s user team.

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

To set options

In the User Detail view, click the User Team Members tab.
Do one of the following:
To add a user, click Add. Use the Lookup to find and select the user you want to add.
To remove a user from the user's team, click the Remove link.
To edit the security profile for the selected user on the main user's team, click the Security Profile link and set permissions.

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.

Click Save.