Contents
How do I use an account team in Salesforce?
Enable account teams.
- From Setup, enter Account Teams in the Quick Find box, and select Account Teams.
- Click Enable Account Teams.
- Select the Account Teams Enabled checkbox and click Save.
- Select the Account Layout checkbox to add the Account Team related list to the page layout.
How do you assign a team license?
In the admin center, go to the Users > Active users page.
- Select the circles next to the names of the users that you want to assign licenses to.
- At the top, select Manage product licenses.
- In the Manage product licenses pane, select Assign more: Keep the existing licenses and assign more > Next.
You can share a record with several access teams, each team providing different access rights on the record. For example, one team is granted the Read access right on the account and another team, the Read, Write and Share access rights on the same account.
Who are user and team entities in Dataverse?
User and team management is the area of Microsoft Dataverse where you can create and maintain user accounts and profiles. A user is any person who works for a business unit who uses Dataverse. Each user has a user account. All users must be associated with only one business unit.
How are access teams divided into owner teams?
In addition to owner and access team types, the access teams are further subdivided into user-created and auto-created (system-managed) teams. The setup information is specific to each team type. An owner team can own multiple records. To create an owner team, use the Team entity and set the Team.TeamType attribute to Owner.
How are access team templates used to create teams?
When using access team templates, a new team is created based on the template each time the first user is added to a record. If you change the access rights for an access team template subsequent to teams having been created based on it, those new access rights will only apply to future teams, not previously existing teams.