Your new sub-grid should now be added to the form. Enter a Name (with no spaces!) and a Label for the sub-grid, then choose your data sources: All Record Types for Records, Users for Entity, and Associated Record Team Members for Default View, and the name of your account team template for Team Template (it should already be selected by default). To do this, you will need to create a sub-grid and add users to it.ĥ.) To add a sub-grid, open the account record and click Form > Insert > Sub-Grid.Ħ.) Set the sub-grid properties. Next, you need to give users access to the account record.
Your new template should now appear in Access Team Templates. Your options are Delete, Append, Append To, Assign, Share, Read, and Write.
In my example, I named my team “Account Access Team” and chose Accounts as the entity.Ĥ.) Enter a Description of your group (optional), then select Access Rights by enabling the appropriate checkboxes. Then Save and Close > Publish.Ģ.) To create a new team template, go to Settings > Security > Access Team Templates > New.ģ.) Enter a Name for your team, and select an Entity from the dropdown. Enable and Create an Access Team Templateġ.) To enable access teams, go to Settings > Customization > Customize the System > Entities > Account, and enable the checkbox for Access Teams.
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