User Team Membership 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.

The user whose profile you are editing will have access to the accounts owned by users listed on this tab.

To set options

In the User Detail view, click the User Team Membership 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 main user on the selected user's team, click the Security Profile link and set permissions.

This security profile only applies when the main user (the user whose profile you are editing) accesses accounts owned by the selected user. It does not apply when the selected user accesses accounts for which they are the owner.

Click Save.