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Hi,
We have a new business requirement: All the records created/owned by the team member should be accessible by other team members.
How can I achieve that? Access Teams or Owner Teams?
Gustavo Longo The other issue is previous admin has already created Access team and used account team template.
So any time a new user is added to team, I have to manually go into all the accounts and add the new user to the account team template individually.
When I try to select all the account and try to edit the account team section it is grayed out. Do you know how to fix that? if I can remove the grayed out thing then I don't need to create new owner teams.
Attached image for change multiple record option. I don't get add member option
Please help
For this scenario I consider Owner Team as best option.
An owner team owns records and has security roles assigned to the team. The team’s privileges are defined by these security roles. In addition to privileges provided by the team, team members have the privileges defined by their individual security roles and by the roles from other teams in which they are members. A team has full access rights on the records that the team owns.
An access team doesn’t own records and doesn’t have security roles assigned to the team. The team members have privileges defined by their individual security roles and by roles from the teams in which they are members. The records are shared with an access team and the team is granted access rights on the records, such as Read, Write or Append.
Details:
docs.microsoft.com/.../use-access-teams-owner-teams-collaborate-share-information
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