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There are two types teams – Owner and Access
Shares a record with a team
Shares a record with a specific user
Team owns the record
No ownership to the user
Security role can be assigned
Security role cannot be assigned
An owner can be converted to Access Team
Cannot to be converted to an owner team
User access only
Some records need unique permissions for users. Access Teams grant specific access rights to specific users outside their current role. For example, if a user intended to share an opportunity record with only a specific team member and not with the whole team, the specific user can be added and given restricted access to the record. For example, I need a user to only have read, write, share permissions to an opportunity record but not delete, assign, append to, or append.
To use access teams for an entity, you need to enable Access Teams at an entity level:
Go to Contacts -> General Tab -> Communications & Collaborations -> check Access Teams -> Save -> Publish
Access Team template
The privileges assigned to the access team through Access Team Templates. Access Team template allows you to create a template for the entities on which “Access Teams” option is enabled. You can grant or restrict access to the entity records through “Access Rights”. Essentially, this is like a record-based security model on an entity record for specific users.
How to create an access team template:
Once the access team template is created and added to the entity form, you can start adding users. For example, on an opportunity record add a new user in the Access Team Template sub-grid.
Once a user is added to the Access Team grid in the record, a new access team record is created. You can see this in the Advanced find -> Teams -> Team Type equals Access -> Results. The record looks something like this.
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