Who can add account team members?
Today only the Owner and the Users above him in the Role hierarchy can add/edit the Account Team members.
How do I add a team member in Salesforce?
How to Add Team Members to Your Salesforce Case
- Scroll down to the Case Team related list and click the Update Case Team Members button.
- Click the lookup icon to the right of the Team Member field.
- Select a user from the list or search for and select a specific user you want to add to the team.
What is account team in Salesforce?
The Account Team is simply a group of users who work on an account together. The Account Team can not be the owner of any Account Record. Account Owners (or Admins) must grant record-level access to account team members for the Account object, and Related Opportunities, Contacts, and/or Cases.
Can a user add to an account team?
Today only the Owner and the Users above him in the Role hierarchy can add/edit the Account Team members. When we have multiple types of sales people selling to one Account, today these other sales people have to ask the current Account Owner to be added to the Account Team which does not work for our business.
Does a user need to be the account owner to add?
To add an opportunity team member it appears that the user needs to be the owner of the account (or a sys admin) rather than just the owner of the opportunity. From the docs:
Do you need to be the account owner to add to the opportunity team?
From the docs: Only members with read access to the associated account can be added to the opportunity team unless you have the “Modify All Data” permission or are the account owner or above the account owner in the role hierarchy. Adding Opportunity Team Members
How long does it take to add an owner to a group?
Important: If you update the group owners and you created a team for the group, it can take up to 2 hours for the owners to be synchronized with Microsoft Teams. Also, if you want the owner to be able to make changes in a team – for example, by creating a Planner plan – the owner also needs to be added as a group/team member.